+744.3%
FIZZ vs VOO
+810.0%
-65.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.0% |
| 7D | -2.7% | -0.8% | -1.9% | -2.2% |
| 30D | +1.4% | -1.1% | +2.4% | +2.1% |
| 3M | -6.1% | +3.9% | -10.0% | -8.6% |
| 6M | +0.7% | +13.6% | -12.9% | -7.7% |
| YTD | +8.8% | +12.7% | -3.9% | +0.1% |
| 1Y | -14.0% | +17.6% | -31.6% | -23.3% |
| 3Y | -23.5% | +77.3% | -100.9% | -49.6% |
| 5Y | -24.9% | +84.1% | -109.0% | -52.2% |
| 10Y | +82.8% | +323.5% | -240.7% | -42.7% |
| All | +744.3% | +810.0% | -65.7% | +23.3% |
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