+55.6%
VFC vs SIRI
+59.9%
-4.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.4% | -4.0% | +2.3% |
| 7D | +21.5% | +22.3% | -0.8% | +15.8% |
| 30D | +46.7% | +26.9% | +19.7% | +38.8% |
| 3M | +38.4% | +9.6% | +28.8% | +34.9% |
| 6M | +15.2% | +27.2% | -11.9% | +7.9% |
| YTD | +17.8% | +72.4% | -54.6% | -3.1% |
| 1Y | +55.6% | +59.9% | -4.4% | +40.1% |
| All | +55.6% | +59.9% | -4.3% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling