+277.1%
SITE vs VOO
+341.5%
-64.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | -1.4% | +0.1% | -1.4% | -1.4% |
| 3M | -2.1% | +2.0% | -4.1% | -4.6% |
| 6M | -27.8% | +13.0% | -40.8% | -38.6% |
| YTD | -19.3% | +13.6% | -32.8% | -31.8% |
| 1Y | -31.8% | +20.1% | -51.8% | -46.7% |
| 3Y | -41.7% | +77.6% | -119.3% | -72.9% |
| 5Y | -50.3% | +82.4% | -132.7% | -77.0% |
| 10Y | +165.0% | +316.8% | -151.8% | -52.3% |
| All | +277.1% | +341.5% | -64.3% | -35.4% |
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