-41.7%
SIRI price history and return analytics
+57.0%
-98.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | -1.7% | +2.4% | -4.1% | -3.6% |
| 30D | +21.1% | -1.5% | +22.6% | +22.5% |
| 3M | +14.7% | -4.1% | +18.8% | +18.6% |
| 6M | +22.9% | +0.6% | +22.4% | +21.6% |
| YTD | +65.7% | +11.0% | +54.7% | +49.2% |
| 1Y | +53.5% | +13.3% | +40.1% | +35.5% |
| 3Y | -23.0% | +73.4% | -96.4% | -51.7% |
| All | -41.7% | +57.0% | -98.7% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling