+207.9%
SIZE vs VOO
+317.9%
-110.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +1.7% | -3.3% | +5.0% | +5.0% |
| 3M | -1.2% | -2.4% | +1.2% | +1.1% |
| 6M | +6.6% | +2.6% | +4.0% | +3.6% |
| YTD | +13.4% | +11.3% | +2.1% | +1.8% |
| 1Y | +15.2% | +13.4% | +1.8% | +1.5% |
| 3Y | +64.9% | +80.3% | -15.4% | -8.7% |
| 5Y | +41.5% | +72.7% | -31.2% | -18.3% |
| 10Y | +207.9% | +310.0% | -102.1% | -22.3% |
| All | +207.9% | +317.9% | -110.0% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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