+162.8%
FXZ vs VOO
+317.9%
-155.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +1.1% |
| 7D | +3.0% | +0.1% | +2.9% | +2.8% |
| 30D | -0.4% | -3.3% | +2.9% | +3.2% |
| 3M | -6.3% | -2.4% | -3.9% | -3.9% |
| 6M | -3.7% | +2.6% | -6.3% | -6.4% |
| YTD | +20.6% | +11.3% | +9.3% | +7.5% |
| 1Y | +31.8% | +13.4% | +18.4% | +15.1% |
| 3Y | +36.2% | +80.3% | -44.1% | -28.1% |
| 5Y | +35.2% | +72.7% | -37.5% | -25.3% |
| 10Y | +162.8% | +310.0% | -147.2% | -45.8% |
| All | +162.8% | +317.9% | -155.1% | -45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling