+0.8%
VTEB vs SIRI
+59.1%
-58.2%
-6.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +1.2% | +15.9% | -14.6% | +0.9% |
| 30D | +4.2% | +26.0% | -21.9% | +3.6% |
| 3M | -0.5% | +9.2% | -9.7% | -0.8% |
| 6M | -0.6% | +28.3% | -28.8% | -1.2% |
| YTD | +0.3% | +71.5% | -71.2% | -0.7% |
| 1Y | +0.8% | +55.0% | -54.1% | -0.2% |
| All | +0.8% | +59.1% | -58.2% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling