+152.8%
SITE vs VOO
+325.3%
-172.5%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -3.2% |
| 7D | -7.7% | -0.8% | -6.9% | -6.8% |
| 30D | -3.9% | -1.1% | -2.8% | -2.5% |
| 3M | -13.2% | +3.9% | -17.0% | -17.3% |
| 6M | -31.4% | +13.6% | -45.0% | -42.1% |
| YTD | -25.5% | +12.7% | -38.2% | -36.5% |
| 1Y | -34.6% | +17.6% | -52.2% | -47.5% |
| 3Y | -42.9% | +77.3% | -120.2% | -73.4% |
| 5Y | -55.3% | +84.1% | -139.5% | -79.6% |
| All | +152.8% | +325.3% | -172.5% | -55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling