+146.2%
VXUS vs SIRI
-7.4%
+153.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | +2.1% | -1.7% | +3.8% | +2.4% |
| 30D | -1.1% | +21.1% | -22.3% | -4.3% |
| 3M | -5.6% | +14.7% | -20.3% | -7.9% |
| 6M | -2.3% | +22.9% | -25.2% | -6.0% |
| YTD | +10.4% | +65.7% | -55.4% | +0.4% |
| 1Y | +13.1% | +53.5% | -40.4% | +4.2% |
| 3Y | +68.0% | -23.0% | +91.0% | +69.5% |
| 5Y | +45.8% | -41.5% | +87.3% | +50.6% |
| All | +146.2% | -7.4% | +153.7% | +123.0% |
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 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