-41.7%
SITE vs VOO
+75.9%
-117.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.4% |
| 7D | -3.7% | -2.0% | -1.8% | -1.4% |
| 30D | -4.2% | -1.7% | -2.6% | -2.2% |
| 3M | -9.1% | +4.7% | -13.8% | -13.8% |
| 6M | -29.9% | +12.6% | -42.4% | -39.3% |
| YTD | -23.9% | +11.8% | -35.7% | -33.6% |
| 1Y | -33.8% | +17.5% | -51.4% | -45.9% |
| All | -41.7% | +75.9% | -117.6% | -72.9% |
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