+1,164.9%
VST vs SIRI
-7.4%
+1,172.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.2% |
| 7D | +6.6% | -1.7% | +8.3% | +6.9% |
| 30D | -12.4% | +21.1% | -33.5% | -15.6% |
| 3M | -9.0% | +14.7% | -23.7% | -11.6% |
| 6M | -6.4% | +22.9% | -29.4% | -10.6% |
| YTD | -17.2% | +65.7% | -82.9% | -25.5% |
| 1Y | -22.0% | +53.5% | -75.5% | -28.9% |
| 3Y | +296.7% | -23.0% | +319.7% | +294.0% |
| 5Y | +637.6% | -41.5% | +679.1% | +653.4% |
| All | +1,164.9% | -7.4% | +1,172.3% | +1,015.6% |
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