+222.3%
VT vs SIRI
-13.0%
+235.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +1.0% | +4.3% | -3.3% | +0.2% |
| 30D | -0.2% | -2.8% | +2.6% | +0.2% |
| 3M | +4.5% | +5.9% | -1.4% | +3.1% |
| 6M | +14.1% | +31.9% | -17.9% | +7.5% |
| YTD | +14.8% | +48.7% | -33.9% | +5.4% |
| 1Y | +21.2% | +23.2% | -2.0% | +15.1% |
| 3Y | +76.6% | -23.9% | +100.4% | +76.7% |
| 5Y | +66.6% | -43.4% | +110.0% | +71.1% |
| 10Y | +222.3% | -13.6% | +235.9% | +179.0% |
| All | +222.3% | -13.0% | +235.3% | +179.0% |
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 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