+1,465.5%
VTR vs SIRI
-73.4%
+1,538.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -2.9% | -3.9% | +1.0% | -2.6% |
| 30D | -2.8% | -0.8% | -2.0% | -2.8% |
| 3M | +9.0% | +4.3% | +4.7% | +8.6% |
| 6M | +5.0% | +34.1% | -29.1% | +2.4% |
| YTD | +16.9% | +47.3% | -30.4% | +13.2% |
| 1Y | +34.3% | +22.9% | +11.4% | +31.7% |
| 3Y | +131.6% | -24.6% | +156.1% | +131.9% |
| 5Y | +88.0% | -43.2% | +131.2% | +90.3% |
| 10Y | +97.8% | -12.3% | +110.1% | +95.6% |
| All | +1,465.5% | -73.4% | +1,538.9% | +1,303.8% |
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