+343.8%
SIZE price history and return analytics
+292.9%
+50.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +0.6% |
| 7D | -2.5% | -4.2% | +1.7% | +1.5% |
| 30D | 0.0% | -5.8% | +5.8% | +5.7% |
| 3M | -2.4% | -5.2% | +2.8% | +2.6% |
| 6M | +4.6% | +0.1% | +4.5% | +4.1% |
| YTD | +11.1% | +8.2% | +2.9% | +2.5% |
| 1Y | +12.9% | +10.1% | +2.8% | +2.4% |
| 3Y | +58.8% | +69.7% | -10.9% | -4.8% |
| 5Y | +39.2% | +53.4% | -14.2% | -8.1% |
| 10Y | +212.2% | +219.2% | -7.0% | +14.0% |
| All | +343.8% | +292.9% | +50.9% | +41.0% |
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