-11.3%
SIRI vs VOO
+325.3%
-336.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.2% |
| 7D | +0.6% | -0.8% | +1.3% | +1.2% |
| 30D | +2.5% | -1.1% | +3.6% | +3.5% |
| 3M | +6.6% | +3.9% | +2.7% | +2.8% |
| 6M | +32.9% | +13.6% | +19.2% | +18.3% |
| YTD | +50.5% | +12.7% | +37.8% | +34.5% |
| 1Y | +28.0% | +17.6% | +10.4% | +10.0% |
| 3Y | -22.4% | +77.3% | -99.7% | -53.0% |
| 5Y | -41.3% | +84.1% | -125.4% | -66.1% |
| All | -11.3% | +325.3% | -336.6% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling