+1,238.2%
VST vs SIRI
-13.2%
+1,251.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | +9.9% | +4.3% | +5.6% | +9.0% |
| 30D | +7.9% | -2.8% | +10.8% | +8.4% |
| 3M | +3.4% | +5.9% | -2.5% | +1.9% |
| 6M | -4.1% | +31.9% | -36.0% | -9.5% |
| YTD | -5.7% | +48.7% | -54.4% | -13.2% |
| 1Y | -18.9% | +23.2% | -42.1% | -22.9% |
| 3Y | +359.1% | -23.9% | +382.9% | +354.0% |
| 5Y | +766.9% | -43.4% | +810.3% | +781.6% |
| All | +1,238.2% | -13.2% | +1,251.4% | +1,056.4% |
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