+354.8%
SIZE vs VOO
+523.7%
-168.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -0.5% | +0.1% | -0.7% | -0.6% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | +3.6% | +2.0% | +1.6% | +1.6% |
| 6M | +9.6% | +13.0% | -3.5% | -2.4% |
| YTD | +13.9% | +13.6% | +0.3% | +1.0% |
| 1Y | +16.2% | +20.1% | -3.9% | -2.2% |
| 3Y | +53.7% | +77.6% | -23.9% | -10.4% |
| 5Y | +46.1% | +82.4% | -36.3% | -16.9% |
| 10Y | +205.5% | +316.8% | -111.4% | -10.9% |
| All | +354.8% | +523.7% | -168.9% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling