+41.1%
SIZE vs VOO
+72.6%
-31.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +2.4% | +2.6% | -0.2% | 0.0% |
| 30D | +2.7% | -2.0% | +4.7% | +4.5% |
| 3M | -2.7% | -2.8% | +0.1% | -0.2% |
| 6M | +6.7% | +2.2% | +4.5% | +4.3% |
| YTD | +13.3% | +11.5% | +1.8% | +1.7% |
| 1Y | +15.4% | +13.5% | +2.0% | +1.9% |
| 3Y | +62.8% | +78.1% | -15.3% | -8.4% |
| All | +41.1% | +72.6% | -31.5% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling