+225.9%
VIK vs SIRI
+7.4%
+218.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | -0.8% | -3.9% | +3.1% | 0.0% |
| 30D | -18.0% | -0.8% | -17.2% | -18.0% |
| 3M | -5.8% | +4.3% | -10.1% | -6.8% |
| 6M | +17.2% | +34.1% | -16.9% | +10.0% |
| YTD | +19.1% | +47.3% | -28.2% | +9.2% |
| 1Y | +33.6% | +22.9% | +10.7% | +27.1% |
| All | +225.9% | +7.4% | +218.5% | +214.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling