+256.2%
SIRI vs VOO
+810.0%
-553.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.2% |
| 7D | +0.6% | -0.8% | +1.3% | +1.3% |
| 30D | +2.5% | -1.1% | +3.6% | +3.5% |
| 3M | +6.6% | +3.9% | +2.7% | +2.6% |
| 6M | +32.9% | +13.6% | +19.2% | +17.6% |
| YTD | +50.5% | +12.7% | +37.8% | +33.7% |
| 1Y | +28.0% | +17.6% | +10.4% | +9.2% |
| 3Y | -22.4% | +77.3% | -99.7% | -54.2% |
| 5Y | -41.3% | +84.1% | -125.4% | -67.2% |
| 10Y | -10.4% | +323.5% | -334.0% | -78.3% |
| All | +256.2% | +810.0% | -553.9% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling