-50.0%
VTRS vs SIRI
-10.2%
-39.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -2.2% | +0.6% | -2.7% | -2.3% |
| 30D | +3.3% | +2.5% | +0.8% | +2.6% |
| 3M | +2.0% | +6.6% | -4.6% | +0.3% |
| 6M | +19.9% | +32.9% | -12.9% | +11.7% |
| YTD | +35.7% | +50.5% | -14.7% | +22.2% |
| 1Y | +68.1% | +28.0% | +40.1% | +56.8% |
| 3Y | +87.1% | -22.4% | +109.5% | +86.6% |
| 5Y | +47.6% | -41.3% | +88.9% | +50.7% |
| All | -50.0% | -10.2% | -39.8% | -55.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling