+23.9%
VZ vs SIRI
+54.0%
-30.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | +2.4% | +5.5% | -3.2% | +1.6% |
| 30D | +11.2% | +22.6% | -11.4% | +8.4% |
| 3M | 0.0% | +12.9% | -12.9% | -1.6% |
| 6M | +1.3% | +22.3% | -21.0% | -1.2% |
| YTD | +21.3% | +67.8% | -46.5% | +12.4% |
| 1Y | +23.9% | +54.6% | -30.6% | +15.9% |
| All | +23.9% | +54.0% | -30.0% | +15.9% |
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