-24.5%
FIZZ vs VOO
+82.8%
-107.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.1% |
| 7D | -2.7% | -0.8% | -1.9% | -2.3% |
| 30D | +1.4% | -1.1% | +2.4% | +1.9% |
| 3M | -6.1% | +3.9% | -10.0% | -7.9% |
| 6M | +0.7% | +13.6% | -12.9% | -5.8% |
| YTD | +8.8% | +12.7% | -3.9% | +2.1% |
| 1Y | -14.0% | +17.6% | -31.6% | -21.3% |
| 3Y | -23.5% | +77.3% | -100.9% | -47.3% |
| All | -24.5% | +82.8% | -107.3% | -49.8% |
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