+1,205.2%
VST vs SIRI
0.0%
+1,205.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.2% |
| 7D | -0.5% | +11.4% | -11.9% | -2.6% |
| 30D | -17.1% | +24.2% | -41.3% | -20.4% |
| 3M | -4.6% | +11.1% | -15.7% | -6.8% |
| 6M | -9.1% | +23.9% | -32.9% | -13.2% |
| YTD | -16.6% | +70.0% | -86.6% | -25.3% |
| 1Y | -29.5% | +56.6% | -86.1% | -35.9% |
| 3Y | +297.5% | -21.4% | +318.9% | +293.5% |
| 5Y | +654.5% | -38.3% | +692.8% | +660.0% |
| 10Y | +1,205.2% | -3.5% | +1,208.7% | +1,053.4% |
| All | +1,205.2% | 0.0% | +1,205.2% | +1,053.4% |
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