+1,216.9%
VST vs SIRI
-12.6%
+1,229.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.0% |
| 7D | +8.9% | +1.6% | +7.3% | +8.6% |
| 30D | +6.2% | -4.7% | +10.9% | +7.0% |
| 3M | -2.7% | +5.3% | -8.0% | -4.0% |
| 6M | -8.4% | +30.5% | -38.9% | -13.3% |
| YTD | -7.2% | +49.6% | -56.8% | -14.7% |
| 1Y | -20.9% | +28.5% | -49.4% | -25.5% |
| 3Y | +384.0% | -27.5% | +411.5% | +383.8% |
| 5Y | +757.1% | -44.7% | +801.7% | +779.5% |
| All | +1,216.9% | -12.6% | +1,229.5% | +1,036.7% |
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