+379.7%
VRT vs SIRI
-22.7%
+402.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -4.0% | -3.6% |
| 7D | +10.5% | -1.7% | +12.2% | +10.7% |
| 30D | -9.3% | +21.1% | -30.4% | -11.6% |
| 3M | -29.6% | +14.7% | -44.3% | -31.0% |
| 6M | -45.4% | +22.9% | -68.3% | -47.4% |
| YTD | +24.8% | +65.7% | -40.9% | +13.6% |
| 1Y | +23.6% | +53.5% | -29.9% | +14.1% |
| 3Y | +379.7% | -23.0% | +402.7% | +361.5% |
| All | +379.7% | -22.7% | +402.3% | +361.5% |
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 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