+1,002.6%
VST vs SIRI
-1.6%
+1,004.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.7% | +12.2% | +10.8% |
| 7D | -9.8% | +12.6% | -22.4% | -11.9% |
| 30D | -25.1% | +25.9% | -51.0% | -28.4% |
| 3M | -11.6% | +10.3% | -21.9% | -13.5% |
| 6M | -20.9% | +24.8% | -45.7% | -24.6% |
| YTD | -22.3% | +68.6% | -90.9% | -30.3% |
| 1Y | -32.0% | +55.9% | -87.9% | -38.2% |
| 3Y | +262.4% | -22.3% | +284.7% | +259.5% |
| 5Y | +563.4% | -38.6% | +602.0% | +568.1% |
| 10Y | +1,120.7% | -0.6% | +1,121.3% | +925.9% |
| All | +1,002.6% | -1.6% | +1,004.1% | +828.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling