+262.4%
VST vs SIRI
-26.1%
+288.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.7% | +12.2% | +10.7% |
| 7D | -9.8% | +12.6% | -22.4% | -11.0% |
| 30D | -25.1% | +25.9% | -51.0% | -27.0% |
| 3M | -11.6% | +10.3% | -21.9% | -12.6% |
| 6M | -20.9% | +24.8% | -45.7% | -23.2% |
| YTD | -22.3% | +68.6% | -90.9% | -27.7% |
| 1Y | -32.0% | +55.9% | -87.9% | -36.1% |
| 3Y | +262.4% | -22.3% | +284.7% | +226.0% |
| All | +262.4% | -26.1% | +288.5% | +226.0% |
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 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