-41.8%
SIRI price history and return analytics
+63.7%
-105.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +1.9% |
| 7D | -3.0% | -2.0% | -1.0% | -1.3% |
| 30D | +1.3% | -1.4% | +2.7% | +2.6% |
| 3M | +5.6% | +4.7% | +0.9% | +1.1% |
| 6M | +35.2% | +11.4% | +23.8% | +22.5% |
| YTD | +49.1% | +13.1% | +36.0% | +32.6% |
| 1Y | +26.8% | +19.0% | +7.8% | +7.4% |
| 3Y | -23.7% | +73.9% | -97.6% | -52.1% |
| 5Y | -41.8% | +65.4% | -107.2% | -62.6% |
| All | -41.8% | +63.7% | -105.5% | -62.6% |
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