+19.9%
VGT vs SIRI
+59.9%
-40.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | +0.2% |
| 7D | -6.5% | +22.3% | -28.8% | -6.7% |
| 30D | -10.6% | +26.9% | -37.5% | -10.8% |
| 3M | -3.7% | +9.6% | -13.3% | -3.5% |
| 6M | +10.4% | +27.2% | -16.8% | +8.8% |
| YTD | +23.1% | +72.4% | -49.3% | +18.7% |
| 1Y | +19.9% | +59.9% | -40.0% | +18.1% |
| All | +19.9% | +59.9% | -40.0% | +18.1% |
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