-13.6%
SIRI vs VT
+221.4%
-235.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +4.3% | +1.0% | +3.3% | +3.3% |
| 30D | -2.8% | -0.2% | -2.6% | -2.6% |
| 3M | +5.9% | +4.5% | +1.4% | +1.2% |
| 6M | +31.9% | +14.1% | +17.9% | +16.1% |
| YTD | +48.7% | +14.8% | +33.9% | +29.5% |
| 1Y | +23.2% | +21.2% | +2.0% | +1.8% |
| 3Y | -23.9% | +76.6% | -100.4% | -54.9% |
| 5Y | -43.4% | +66.6% | -110.0% | -65.0% |
| 10Y | -13.6% | +222.3% | -235.9% | -72.4% |
| All | -13.6% | +221.4% | -235.1% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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