+630.2%
SITC price history and return analytics
+357.8%
+272.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.5% |
| 7D | +21.8% | +2.9% | +18.9% | +15.9% |
| 30D | +42.1% | -2.5% | +44.6% | +47.6% |
| 3M | +45.9% | -3.3% | +49.3% | +53.1% |
| 6M | +2.3% | +1.5% | +0.7% | -3.6% |
| YTD | -11.6% | +11.4% | -23.0% | -29.9% |
| 1Y | -8.2% | +11.9% | -20.1% | -27.9% |
| 3Y | -15.5% | +73.9% | -89.4% | -70.8% |
| 5Y | -14.6% | +57.9% | -72.5% | -65.8% |
| 10Y | +66.3% | +222.6% | -156.3% | -83.7% |
| All | +630.2% | +357.8% | +272.3% | -78.6% |
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