+1,934.0%
VRT vs SIRI
-41.5%
+1,975.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -4.0% | -3.7% |
| 7D | +10.5% | -1.7% | +12.2% | +10.9% |
| 30D | -9.3% | +21.1% | -30.4% | -13.7% |
| 3M | -29.6% | +14.7% | -44.3% | -32.3% |
| 6M | -45.4% | +22.9% | -68.3% | -48.7% |
| YTD | +24.8% | +65.7% | -40.9% | +7.6% |
| 1Y | +23.6% | +53.5% | -29.9% | +8.8% |
| 3Y | +379.7% | -23.0% | +402.7% | +380.0% |
| 5Y | +660.3% | -41.5% | +701.8% | +697.3% |
| All | +1,934.0% | -41.5% | +1,975.5% | +1,851.7% |
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