+228.6%
SITC vs VOO
+812.0%
-583.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -0.7% | +0.5% | -1.2% | -1.3% |
| 30D | -8.6% | -0.9% | -7.6% | -7.7% |
| 3M | -24.4% | +3.9% | -28.3% | -28.0% |
| 6M | -38.7% | +14.5% | -53.2% | -47.6% |
| YTD | -41.5% | +13.0% | -54.4% | -49.3% |
| 1Y | -47.6% | +19.4% | -67.0% | -57.3% |
| 3Y | -44.7% | +78.9% | -123.5% | -71.5% |
| 5Y | -39.2% | +82.3% | -121.4% | -69.4% |
| 10Y | -8.0% | +314.2% | -322.2% | -79.7% |
| All | +228.6% | +812.0% | -583.4% | -74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling