+29.8%
VCIT vs SIRI
-14.2%
+43.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | -0.2% | -3.9% | +3.7% | -0.1% |
| 30D | -0.5% | -0.8% | +0.3% | -0.5% |
| 3M | -0.9% | +4.3% | -5.2% | -1.1% |
| 6M | -1.9% | +34.1% | -36.0% | -2.8% |
| YTD | -1.0% | +47.3% | -48.3% | -2.1% |
| 1Y | +0.2% | +22.9% | -22.7% | -0.4% |
| 3Y | +19.0% | -24.6% | +43.6% | +19.1% |
| 5Y | +3.1% | -43.2% | +46.2% | +3.5% |
| 10Y | +29.8% | -12.3% | +42.1% | +30.0% |
| All | +29.8% | -14.2% | +43.9% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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