+573.1%
VRT vs SIRI
-24.2%
+597.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.5% |
| 7D | +2.4% | -3.9% | +6.3% | +3.0% |
| 30D | -2.7% | -0.8% | -1.8% | -2.6% |
| 3M | -9.2% | +4.3% | -13.5% | -10.3% |
| 6M | -0.5% | +34.1% | -34.6% | -6.0% |
| YTD | +62.3% | +47.3% | +15.0% | +50.3% |
| 1Y | +109.6% | +22.9% | +86.7% | +99.9% |
| All | +573.1% | -24.2% | +597.3% | +552.2% |
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