-28.5%
VST vs SIRI
+56.0%
-84.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.4% |
| 7D | -0.5% | +11.4% | -11.9% | +0.7% |
| 30D | -17.1% | +24.2% | -41.3% | -15.8% |
| 3M | -4.6% | +11.1% | -15.7% | -3.3% |
| 6M | -9.1% | +23.9% | -32.9% | -9.1% |
| YTD | -16.6% | +70.0% | -86.6% | -17.2% |
| All | -28.5% | +56.0% | -84.5% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling