-31.8%
SITE price history and return analytics
+23.3%
-55.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | +4.3% | +0.4% | +3.9% | +3.9% |
| 30D | -1.4% | +1.0% | -2.3% | -2.3% |
| 3M | -2.1% | +2.4% | -4.4% | -4.4% |
| 6M | -27.8% | +12.0% | -39.8% | -35.5% |
| YTD | -19.3% | +15.3% | -34.6% | -29.8% |
| 1Y | -31.8% | +22.6% | -54.3% | -44.8% |
| All | -31.8% | +23.3% | -55.1% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling