+950.8%
VTI vs SIRI
-64.9%
+1,015.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | -0.9% | +0.6% | -1.5% | -0.9% |
| 30D | -1.4% | +2.5% | -3.9% | -1.7% |
| 3M | +3.6% | +6.6% | -3.0% | +3.0% |
| 6M | +13.6% | +32.9% | -19.3% | +10.9% |
| YTD | +12.9% | +50.5% | -37.5% | +9.1% |
| 1Y | +17.2% | +28.0% | -10.7% | +14.5% |
| 3Y | +75.7% | -22.4% | +98.1% | +75.5% |
| 5Y | +75.4% | -41.3% | +116.7% | +76.9% |
| 10Y | +303.3% | -10.4% | +313.7% | +294.9% |
| All | +950.8% | -64.9% | +1,015.7% | +827.6% |
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