-44.7%
SITC vs VOO
+75.9%
-120.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | -1.4% | -2.0% | +0.6% | 0.0% |
| 30D | -4.4% | -1.7% | -2.7% | -3.3% |
| 3M | -26.6% | +4.7% | -31.3% | -29.5% |
| 6M | -38.7% | +12.6% | -51.2% | -44.6% |
| YTD | -42.5% | +11.8% | -54.2% | -47.8% |
| 1Y | -45.6% | +17.5% | -63.1% | -52.6% |
| All | -44.7% | +75.9% | -120.7% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling