+13.5%
VT vs SIRI
+47.4%
-33.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.1% | -0.2% |
| 7D | -1.6% | +13.0% | -14.6% | -2.3% |
| 30D | -2.5% | +19.8% | -22.2% | -3.6% |
| 3M | -1.3% | +2.3% | -3.6% | -1.4% |
| 6M | +3.1% | +15.3% | -12.2% | +1.6% |
| YTD | +10.9% | +59.0% | -48.0% | +6.1% |
| All | +13.5% | +47.4% | -33.9% | +10.3% |
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