+358.9%
SIZE price history and return analytics
+309.6%
+49.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.2% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | +3.9% | -1.4% | +5.4% | +5.3% |
| 3M | +0.4% | -1.4% | +1.8% | +1.7% |
| 6M | +9.2% | +5.5% | +3.7% | +3.4% |
| YTD | +14.9% | +12.8% | +2.1% | +1.9% |
| 1Y | +17.4% | +15.4% | +2.0% | +1.9% |
| 3Y | +64.2% | +76.9% | -12.7% | -5.4% |
| 5Y | +44.4% | +60.4% | -16.0% | -8.6% |
| 10Y | +222.9% | +232.8% | -9.9% | +13.3% |
| All | +358.9% | +309.6% | +49.3% | +40.2% |
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