+30.1%
VIK vs SIRI
+28.0%
+2.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | -0.9% | +0.6% | -1.5% | -1.0% |
| 30D | -18.4% | +2.5% | -20.9% | -18.7% |
| 3M | -8.8% | +6.6% | -15.4% | -9.8% |
| 6M | +17.1% | +32.9% | -15.7% | +12.8% |
| YTD | +19.0% | +50.5% | -31.4% | +12.3% |
| 1Y | +30.1% | +28.0% | +2.2% | +28.1% |
| All | +30.1% | +28.0% | +2.1% | +28.1% |
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