+327.3%
SITE vs VT
+224.9%
+102.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | +2.1% |
| 7D | +2.9% | -4.2% | +7.1% | +9.1% |
| 30D | +26.0% | -5.8% | +31.8% | +36.6% |
| 3M | +11.8% | -5.2% | +17.0% | +20.2% |
| 6M | -5.9% | +0.1% | -6.0% | -6.6% |
| YTD | -8.5% | +8.2% | -16.7% | -18.7% |
| 1Y | -8.2% | +10.1% | -18.4% | -20.5% |
| 3Y | -10.8% | +69.7% | -80.5% | -57.4% |
| 5Y | -53.3% | +53.4% | -106.7% | -73.5% |
| 10Y | +282.2% | +219.2% | +62.9% | -1.9% |
| All | +327.3% | +224.9% | +102.4% | +6.9% |
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