+27.2%
IEZ vs VOO
+14.7%
+12.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.6% | -6.4% | -5.7% |
| 7D | -9.9% | -0.7% | -9.2% | -9.5% |
| 30D | -7.7% | -1.1% | -6.6% | -7.0% |
| 3M | -9.6% | -0.3% | -9.3% | -9.4% |
| 6M | -19.8% | +7.4% | -27.2% | -23.4% |
| YTD | +22.9% | +13.4% | +9.5% | +13.5% |
| 1Y | +27.2% | +14.8% | +12.4% | +16.5% |
| All | +27.2% | +14.7% | +12.5% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling