+137.9%
VGT vs SIRI
-41.5%
+179.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | -0.2% | +0.6% | -0.7% | -0.2% |
| 30D | -0.4% | +2.5% | -2.9% | -0.8% |
| 3M | +4.4% | +6.6% | -2.2% | +3.2% |
| 6M | +32.1% | +32.9% | -0.8% | +26.2% |
| YTD | +28.8% | +50.5% | -21.7% | +20.6% |
| 1Y | +35.3% | +28.0% | +7.4% | +29.5% |
| 3Y | +124.8% | -22.4% | +147.2% | +122.2% |
| All | +137.9% | -41.5% | +179.4% | +159.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling