+21.2%
VZ vs SIRI
+28.3%
-7.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.8% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +7.9% | -4.7% | +12.6% | +8.2% |
| 3M | +13.6% | +5.3% | +8.4% | +13.3% |
| 6M | +1.1% | +30.5% | -29.4% | -0.7% |
| YTD | +29.3% | +49.6% | -20.3% | +26.0% |
| 1Y | +21.2% | +28.5% | -7.3% | +21.1% |
| All | +21.2% | +28.3% | -7.1% | +21.1% |
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