-51.4%
VG vs SIRI
+59.8%
-111.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | -22.0% | +12.6% | -34.6% | -22.9% |
| 30D | -11.6% | +25.9% | -37.5% | -13.6% |
| 3M | -14.9% | +10.3% | -25.2% | -15.7% |
| 6M | -3.5% | +24.8% | -28.3% | -7.3% |
| YTD | +70.0% | +68.6% | +1.4% | +48.1% |
| 1Y | +50.0% | +55.9% | -5.9% | +34.2% |
| All | -51.4% | +59.8% | -111.1% | -59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling