+192.7%
VSH vs SIRI
-10.2%
+202.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.8% |
| 7D | +4.8% | +0.6% | +4.2% | +4.6% |
| 30D | -0.7% | +2.5% | -3.2% | -1.5% |
| 3M | -43.1% | +6.6% | -49.7% | -44.9% |
| 6M | +91.8% | +32.9% | +58.9% | +71.7% |
| YTD | +131.6% | +50.5% | +81.2% | +97.8% |
| 1Y | +118.1% | +28.0% | +90.1% | +96.3% |
| 3Y | +40.9% | -22.4% | +63.3% | +40.4% |
| 5Y | +75.8% | -41.3% | +117.0% | +77.4% |
| All | +192.7% | -10.2% | +202.9% | +139.2% |
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 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