+349.1%
VT vs SIRI
+122.9%
+226.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -2.3% | +12.6% | -14.9% | -3.9% |
| 30D | -5.0% | +25.9% | -30.8% | -7.8% |
| 3M | -4.9% | +10.3% | -15.2% | -6.2% |
| 6M | -1.5% | +24.8% | -26.3% | -4.7% |
| YTD | +8.5% | +68.6% | -60.1% | +0.7% |
| 1Y | +11.4% | +55.9% | -44.5% | +4.4% |
| 3Y | +70.1% | -22.3% | +92.4% | +70.0% |
| 5Y | +53.7% | -38.6% | +92.4% | +54.4% |
| 10Y | +220.0% | -0.6% | +220.6% | +201.2% |
| All | +349.1% | +122.9% | +226.2% | +288.7% |
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 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