-9.0%
SIRI vs VYM
+488.1%
-497.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | +0.3% |
| 7D | +0.6% | -0.8% | +1.3% | +1.3% |
| 30D | +2.5% | -2.2% | +4.7% | +4.8% |
| 3M | +6.6% | +3.1% | +3.5% | +3.4% |
| 6M | +32.9% | +9.7% | +23.2% | +21.2% |
| YTD | +50.5% | +14.9% | +35.6% | +30.9% |
| 1Y | +28.0% | +17.6% | +10.4% | +9.0% |
| 3Y | -22.4% | +65.3% | -87.7% | -51.8% |
| 5Y | -41.3% | +78.7% | -120.0% | -66.1% |
| 10Y | -10.4% | +208.2% | -218.6% | -69.7% |
| All | -9.0% | +488.1% | -497.1% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling