+228.2%
SITE price history and return analytics
+222.7%
+5.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.6% |
| 7D | -1.2% | +2.9% | -4.1% | -5.1% |
| 30D | +24.6% | -2.5% | +27.1% | +28.9% |
| 3M | +16.5% | -3.3% | +19.9% | +21.9% |
| 6M | -6.0% | +1.5% | -7.6% | -8.5% |
| YTD | -9.6% | +11.4% | -21.0% | -23.0% |
| 1Y | -10.9% | +11.9% | -22.9% | -24.7% |
| 3Y | -11.1% | +73.9% | -85.0% | -59.6% |
| 5Y | -54.7% | +57.9% | -112.6% | -75.7% |
| All | +228.2% | +222.7% | +5.5% | -32.9% |
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