+21.4%
VZ vs SIRI
-38.6%
+60.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +2.2% | +11.4% | -9.1% | +1.6% |
| 30D | +10.6% | +24.2% | -13.7% | +9.3% |
| 3M | -0.6% | +11.1% | -11.7% | -1.3% |
| 6M | +0.7% | +23.9% | -23.1% | -0.5% |
| YTD | +20.6% | +70.0% | -49.4% | +17.1% |
| 1Y | +22.7% | +56.6% | -33.9% | +19.6% |
| 3Y | +57.2% | -21.4% | +78.6% | +57.3% |
| 5Y | +21.4% | -38.3% | +59.7% | +23.0% |
| All | +21.4% | -38.6% | +60.0% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling