+591.1%
SITC price history and return analytics
+356.5%
+234.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -4.9% |
| 7D | -1.6% | +2.4% | -4.0% | -5.6% |
| 30D | +36.3% | -1.5% | +37.8% | +39.2% |
| 3M | +36.3% | -4.1% | +40.4% | +45.0% |
| 6M | -0.7% | +0.6% | -1.3% | -4.7% |
| YTD | -16.3% | +11.0% | -27.4% | -33.3% |
| 1Y | -9.8% | +13.3% | -23.2% | -30.8% |
| 3Y | -18.5% | +73.4% | -91.9% | -71.7% |
| 5Y | -19.2% | +57.4% | -76.6% | -67.5% |
| 10Y | +57.4% | +221.7% | -164.3% | -84.5% |
| All | +591.1% | +356.5% | +234.6% | -79.7% |
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