+166.9%
VEA vs SIRI
+22.7%
+144.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.4% |
| 7D | -2.1% | -3.0% | +0.9% | -1.7% |
| 30D | -1.1% | +1.3% | -2.3% | -1.3% |
| 3M | +5.1% | +5.6% | -0.5% | +4.2% |
| 6M | +9.8% | +35.1% | -25.4% | +5.3% |
| YTD | +15.9% | +49.0% | -33.1% | +9.6% |
| 1Y | +24.6% | +26.8% | -2.2% | +20.0% |
| 3Y | +75.5% | -23.7% | +99.2% | +75.5% |
| 5Y | +59.4% | -41.8% | +101.2% | +61.2% |
| 10Y | +160.3% | -11.3% | +171.6% | +147.8% |
| All | +166.9% | +22.7% | +144.2% | +150.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling