+77.3%
VOO vs SIRI
-22.6%
+99.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | -0.8% | +0.6% | -1.3% | -0.8% |
| 30D | -1.1% | +2.5% | -3.6% | -1.4% |
| 3M | +3.9% | +6.6% | -2.7% | +3.0% |
| 6M | +13.6% | +32.9% | -19.2% | +9.6% |
| YTD | +12.7% | +50.5% | -37.8% | +7.0% |
| 1Y | +17.6% | +28.0% | -10.4% | +13.6% |
| 3Y | +77.3% | -22.4% | +99.7% | +74.6% |
| All | +77.3% | -22.6% | +99.9% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling