-9.5%
VMC vs SIRI
+28.3%
-37.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.2% |
| 7D | -4.3% | +1.6% | -5.9% | -4.6% |
| 30D | -8.2% | -4.7% | -3.5% | -7.9% |
| 3M | -7.0% | +5.3% | -12.3% | -7.1% |
| 6M | -10.8% | +30.5% | -41.3% | -11.9% |
| YTD | -7.4% | +49.6% | -57.0% | -9.5% |
| 1Y | -9.5% | +28.5% | -38.0% | -7.5% |
| All | -9.5% | +28.3% | -37.8% | -7.5% |
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