+34.0%
VSH vs SIRI
-24.2%
+58.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | +3.5% | -3.9% | +7.4% | +4.7% |
| 30D | -4.4% | -0.8% | -3.5% | -4.2% |
| 3M | -45.8% | +4.3% | -50.1% | -47.2% |
| 6M | +90.1% | +34.1% | +56.1% | +70.4% |
| YTD | +120.3% | +47.3% | +73.0% | +90.6% |
| 1Y | +112.2% | +22.9% | +89.3% | +94.1% |
| All | +34.0% | -24.2% | +58.2% | +29.5% |
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