+219.8%
VT vs SIRI
0.0%
+219.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | +0.4% | +11.4% | -11.0% | -1.7% |
| 30D | -2.6% | +24.2% | -26.8% | -6.6% |
| 3M | -3.2% | +11.1% | -14.4% | -5.4% |
| 6M | +0.9% | +23.9% | -22.9% | -3.6% |
| YTD | +11.3% | +70.0% | -58.7% | -0.4% |
| 1Y | +14.0% | +56.6% | -42.6% | +3.6% |
| 3Y | +75.8% | -21.4% | +97.2% | +76.7% |
| 5Y | +57.8% | -38.3% | +96.1% | +60.9% |
| 10Y | +219.8% | -3.5% | +223.3% | +188.5% |
| All | +219.8% | 0.0% | +219.8% | +188.5% |
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