+4,789.7%
SITM vs VOO
+171.8%
+4,617.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +3.8% |
| 7D | +3.9% | -0.8% | +4.6% | +5.6% |
| 30D | -6.6% | -1.1% | -5.5% | -4.3% |
| 3M | -11.9% | +3.9% | -15.8% | -17.3% |
| 6M | +81.1% | +13.6% | +67.5% | +44.2% |
| YTD | +80.0% | +12.7% | +67.3% | +45.8% |
| 1Y | +145.8% | +17.6% | +128.3% | +84.8% |
| 3Y | +475.9% | +77.3% | +398.6% | +120.9% |
| 5Y | +189.2% | +84.1% | +105.1% | +18.1% |
| All | +4,789.7% | +171.8% | +4,617.9% | +1,473.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling