+145.7%
VMC vs SIRI
-10.2%
+155.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.7% |
| 7D | -3.8% | +0.6% | -4.3% | -3.9% |
| 30D | -9.7% | +2.5% | -12.2% | -10.2% |
| 3M | -9.6% | +6.6% | -16.2% | -10.9% |
| 6M | -4.8% | +32.9% | -37.7% | -10.6% |
| YTD | -10.9% | +50.5% | -61.3% | -18.7% |
| 1Y | -15.6% | +28.0% | -43.6% | -20.6% |
| 3Y | +19.3% | -22.4% | +41.7% | +19.2% |
| 5Y | +48.0% | -41.3% | +89.3% | +51.3% |
| All | +145.7% | -10.2% | +155.9% | +104.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling