+165.5%
SITM vs VOO
+20.9%
+144.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.9% | +7.6% |
| 7D | +9.7% | +0.1% | +9.6% | +9.3% |
| 30D | +12.7% | +0.1% | +12.6% | +12.6% |
| 3M | -13.4% | +2.0% | -15.4% | -16.8% |
| 6M | +59.6% | +13.0% | +46.6% | +17.8% |
| YTD | +73.3% | +13.6% | +59.7% | +26.0% |
| 1Y | +165.5% | +20.1% | +145.5% | +63.2% |
| All | +165.5% | +20.9% | +144.6% | +63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling