-52.5%
SITE price history and return analytics
+57.4%
-109.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.4% |
| 7D | +2.5% | +0.4% | +2.1% | +1.9% |
| 30D | +34.7% | -2.6% | +37.3% | +39.8% |
| 3M | +13.1% | -3.2% | +16.3% | +18.4% |
| 6M | -2.9% | +0.9% | -3.9% | -4.9% |
| YTD | -5.7% | +11.3% | -17.0% | -20.7% |
| 1Y | -4.4% | +14.0% | -18.4% | -22.6% |
| 3Y | -5.3% | +75.8% | -81.2% | -61.5% |
| 5Y | -52.5% | +57.8% | -110.4% | -76.8% |
| All | -52.5% | +57.4% | -109.9% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling