+130.9%
SIRI vs VT
+357.6%
-226.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -1.5% |
| 7D | +11.4% | +0.4% | +11.0% | +11.0% |
| 30D | +24.2% | -2.6% | +26.8% | +27.0% |
| 3M | +11.1% | -3.2% | +14.4% | +14.1% |
| 6M | +23.9% | +0.9% | +22.9% | +22.1% |
| YTD | +70.0% | +11.3% | +58.7% | +52.5% |
| 1Y | +56.6% | +14.0% | +42.6% | +37.4% |
| 3Y | -21.4% | +75.8% | -97.2% | -52.6% |
| 5Y | -38.3% | +57.8% | -96.1% | -59.5% |
| 10Y | -3.5% | +219.8% | -223.3% | -66.4% |
| All | +130.9% | +357.6% | -226.7% | -27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling