+5.6%
SZZL vs VOO
+33.6%
-27.9%
-2.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +0.1% | -2.0% | +2.1% | +0.2% |
| 30D | +0.5% | -1.7% | +2.2% | +0.6% |
| 3M | +1.1% | +4.7% | -3.6% | +1.0% |
| 6M | +1.7% | +12.6% | -10.9% | +1.5% |
| YTD | +3.0% | +11.8% | -8.8% | +2.8% |
| 1Y | +3.9% | +17.5% | -13.6% | +3.5% |
| All | +5.6% | +33.6% | -27.9% | +4.8% |
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