+361.0%
VT vs SIRI
+118.4%
+242.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | +2.9% | -3.7% | +6.6% | +3.4% |
| 30D | -2.5% | +20.4% | -22.9% | -4.9% |
| 3M | -3.3% | +12.5% | -15.8% | -5.0% |
| 6M | +1.5% | +23.4% | -21.9% | -1.5% |
| YTD | +11.4% | +65.2% | -53.8% | +3.6% |
| 1Y | +11.9% | +52.4% | -40.5% | +5.2% |
| 3Y | +73.9% | -22.6% | +96.5% | +73.9% |
| 5Y | +57.9% | -41.7% | +99.6% | +59.7% |
| 10Y | +222.6% | -7.8% | +230.4% | +206.3% |
| All | +361.0% | +118.4% | +242.6% | +300.1% |
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