+2,397.0%
VRT vs SIRI
-47.4%
+2,444.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.9% |
| 7D | -7.7% | -3.0% | -4.7% | -7.1% |
| 30D | -12.0% | +1.3% | -13.2% | -12.3% |
| 3M | -11.7% | +5.6% | -17.3% | -13.5% |
| 6M | -8.1% | +35.2% | -43.2% | -15.7% |
| YTD | +53.2% | +49.1% | +4.2% | +36.2% |
| 1Y | +81.7% | +26.8% | +54.9% | +67.8% |
| 3Y | +535.3% | -23.7% | +558.9% | +530.4% |
| 5Y | +916.4% | -41.8% | +958.2% | +950.1% |
| All | +2,397.0% | -47.4% | +2,444.4% | +2,370.4% |
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 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