+766.9%
VST vs SIRI
-43.5%
+810.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | +9.9% | +4.3% | +5.6% | +9.4% |
| 30D | +7.9% | -2.8% | +10.8% | +8.2% |
| 3M | +3.4% | +5.9% | -2.5% | +2.4% |
| 6M | -4.1% | +31.9% | -36.0% | -7.5% |
| YTD | -5.7% | +48.7% | -54.4% | -10.4% |
| 1Y | -18.9% | +23.2% | -42.1% | -21.4% |
| 3Y | +359.1% | -23.9% | +382.9% | +348.3% |
| 5Y | +766.9% | -43.4% | +810.3% | +808.9% |
| All | +766.9% | -43.5% | +810.4% | +808.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling