+277.1%
SITE vs VT
+246.2%
+30.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | +4.3% | +0.4% | +3.9% | +3.7% |
| 30D | -1.4% | +1.0% | -2.3% | -2.6% |
| 3M | -2.1% | +2.4% | -4.4% | -5.4% |
| 6M | -27.8% | +12.0% | -39.8% | -38.5% |
| YTD | -19.3% | +15.3% | -34.6% | -34.1% |
| 1Y | -31.8% | +22.6% | -54.3% | -49.1% |
| 3Y | -41.7% | +74.7% | -116.4% | -73.1% |
| 5Y | -50.3% | +66.1% | -116.4% | -74.7% |
| 10Y | +165.0% | +225.0% | -60.0% | -35.3% |
| All | +277.1% | +246.2% | +30.9% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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