+710.1%
VTV vs SIRI
+35.7%
+674.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.8% |
| 7D | -2.1% | -3.0% | +0.9% | -1.7% |
| 30D | -1.3% | +1.3% | -2.6% | -1.5% |
| 3M | +5.6% | +5.6% | 0.0% | +4.8% |
| 6M | +12.4% | +35.2% | -22.8% | +8.2% |
| YTD | +17.6% | +49.1% | -31.4% | +11.9% |
| 1Y | +23.5% | +26.8% | -3.3% | +19.4% |
| 3Y | +67.0% | -23.7% | +90.7% | +66.9% |
| 5Y | +80.5% | -41.8% | +122.4% | +82.5% |
| 10Y | +230.6% | -11.3% | +241.9% | +218.7% |
| All | +710.1% | +35.7% | +674.3% | +577.7% |
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