+55.0%
SIRI vs VYM
+17.8%
+37.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | +1.9% |
| 7D | +15.9% | -3.0% | +18.9% | +18.5% |
| 30D | +26.0% | +0.9% | +25.1% | +25.2% |
| 3M | +9.2% | -2.7% | +11.9% | +11.3% |
| 6M | +28.3% | +3.4% | +24.8% | +25.2% |
| YTD | +71.5% | +13.3% | +58.2% | +49.6% |
| 1Y | +55.0% | +17.0% | +38.0% | +28.1% |
| All | +55.0% | +17.8% | +37.2% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling