+82.7%
VTRS vs SIRI
+59.1%
+23.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -1.2% | +15.9% | -17.1% | -3.6% |
| 30D | +8.2% | +26.0% | -17.9% | +4.0% |
| 3M | +8.3% | +9.2% | -0.9% | +6.4% |
| 6M | +24.1% | +28.3% | -4.2% | +19.7% |
| YTD | +56.0% | +71.5% | -15.5% | +40.6% |
| 1Y | +82.7% | +55.0% | +27.8% | +76.0% |
| All | +82.7% | +59.1% | +23.7% | +76.0% |
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