+782.0%
VZ vs SIRI
-7.3%
+789.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.6% |
| 7D | +2.4% | +5.5% | -3.2% | +2.2% |
| 30D | +11.2% | +22.6% | -11.4% | +10.4% |
| 3M | 0.0% | +12.9% | -12.9% | -0.5% |
| 6M | +1.3% | +22.3% | -21.0% | +0.5% |
| YTD | +21.3% | +67.8% | -46.5% | +18.9% |
| 1Y | +23.9% | +54.6% | -30.6% | +21.9% |
| 3Y | +57.7% | -21.4% | +79.1% | +57.5% |
| 5Y | +21.2% | -39.2% | +60.4% | +21.3% |
| 10Y | +70.6% | -5.2% | +75.8% | +67.5% |
| All | +782.0% | -7.3% | +789.3% | +710.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling