-41.7%
SIRI vs VT
+58.5%
-100.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | -3.7% | +2.9% | -6.6% | -6.0% |
| 30D | +20.4% | -2.5% | +22.9% | +22.8% |
| 3M | +12.5% | -3.3% | +15.8% | +15.5% |
| 6M | +23.4% | +1.5% | +21.9% | +21.1% |
| YTD | +65.2% | +11.4% | +53.8% | +48.3% |
| 1Y | +52.4% | +11.9% | +40.5% | +36.2% |
| 3Y | -22.6% | +73.9% | -96.5% | -51.6% |
| 5Y | -41.7% | +57.9% | -99.6% | -61.5% |
| All | -41.7% | +58.5% | -100.2% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling