+228.2%
SITE price history and return analytics
+221.8%
+6.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -0.1% | +2.4% | -2.5% | -3.3% |
| 30D | +26.0% | -1.5% | +27.5% | +28.4% |
| 3M | +15.1% | -4.1% | +19.3% | +21.9% |
| 6M | -4.7% | +0.6% | -5.2% | -5.8% |
| YTD | -9.6% | +11.0% | -20.7% | -22.7% |
| 1Y | -11.4% | +13.3% | -24.7% | -26.4% |
| 3Y | -10.8% | +73.4% | -84.2% | -59.3% |
| 5Y | -54.7% | +57.4% | -112.1% | -75.6% |
| All | +228.2% | +221.8% | +6.4% | -32.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling