+144.8%
VXUS vs SIRI
-11.0%
+155.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.5% |
| 7D | -1.9% | -3.0% | +1.1% | -1.4% |
| 30D | -0.7% | +1.3% | -2.0% | -1.0% |
| 3M | +4.9% | +5.6% | -0.7% | +3.7% |
| 6M | +9.7% | +35.2% | -25.5% | +3.7% |
| YTD | +15.0% | +49.1% | -34.1% | +6.7% |
| 1Y | +22.4% | +26.8% | -4.3% | +16.5% |
| 3Y | +72.2% | -23.7% | +95.9% | +72.5% |
| 5Y | +52.6% | -41.8% | +94.4% | +55.1% |
| All | +144.8% | -11.0% | +155.9% | +112.6% |
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