-54.4%
SITE vs VOO
+80.3%
-134.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.3% |
| 7D | -3.7% | -2.0% | -1.8% | -1.0% |
| 30D | -4.2% | -1.7% | -2.6% | -2.0% |
| 3M | -9.1% | +4.7% | -13.8% | -14.6% |
| 6M | -29.9% | +12.6% | -42.4% | -40.6% |
| YTD | -23.9% | +11.8% | -35.7% | -35.0% |
| 1Y | -33.8% | +17.5% | -51.4% | -47.6% |
| 3Y | -41.4% | +77.0% | -118.3% | -74.7% |
| 5Y | -54.4% | +82.6% | -137.0% | -80.6% |
| All | -54.4% | +80.3% | -134.7% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling