+340.3%
SITE price history and return analytics
+234.1%
+106.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.6% |
| 7D | +2.5% | +0.4% | +2.1% | +2.0% |
| 30D | +34.7% | -2.6% | +37.3% | +39.5% |
| 3M | +13.1% | -3.2% | +16.3% | +18.1% |
| 6M | -2.9% | +0.9% | -3.9% | -4.6% |
| YTD | -5.7% | +11.3% | -17.0% | -19.4% |
| 1Y | -4.4% | +14.0% | -18.4% | -21.0% |
| 3Y | -5.3% | +75.8% | -81.2% | -56.9% |
| 5Y | -52.5% | +57.8% | -110.4% | -74.2% |
| 10Y | +263.5% | +219.8% | +43.7% | -8.5% |
| All | +340.3% | +234.1% | +106.2% | +6.0% |
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