-11.3%
SIRI price history and return analytics
+229.8%
-241.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | +0.6% | -1.1% | +1.7% | +1.6% |
| 30D | +2.5% | -1.0% | +3.5% | +3.4% |
| 3M | +6.6% | +3.2% | +3.5% | +3.3% |
| 6M | +32.9% | +12.5% | +20.4% | +18.4% |
| YTD | +50.5% | +14.1% | +36.4% | +31.8% |
| 1Y | +28.0% | +18.9% | +9.1% | +7.6% |
| 3Y | -22.4% | +74.1% | -96.5% | -53.4% |
| 5Y | -41.3% | +66.9% | -108.1% | -63.8% |
| All | -11.3% | +229.8% | -241.1% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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