+219.2%
VT vs SIRI
-5.0%
+224.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.1% | +5.5% | -5.7% | -1.2% |
| 30D | -3.1% | +22.6% | -25.7% | -6.8% |
| 3M | -3.5% | +12.9% | -16.4% | -5.9% |
| 6M | +0.5% | +22.3% | -21.8% | -3.8% |
| YTD | +10.8% | +67.8% | -57.0% | -0.7% |
| 1Y | +11.9% | +54.6% | -42.7% | +1.9% |
| 3Y | +73.0% | -21.4% | +94.4% | +73.7% |
| 5Y | +58.6% | -39.2% | +97.8% | +62.2% |
| 10Y | +219.2% | -5.2% | +224.4% | +188.7% |
| All | +219.2% | -5.0% | +224.2% | +188.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling