-1.9%
IEZ vs VOO
+315.3%
-317.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | +3.5% | -1.4% | +4.9% | +5.2% |
| 3M | +1.5% | +3.7% | -2.2% | -3.6% |
| 6M | +11.7% | +13.0% | -1.3% | -5.4% |
| YTD | +47.4% | +12.4% | +34.9% | +25.7% |
| 1Y | +64.6% | +18.6% | +46.0% | +31.0% |
| 3Y | +29.4% | +78.1% | -48.6% | -39.5% |
| 5Y | +157.3% | +82.3% | +75.1% | +14.3% |
| 10Y | -1.9% | +322.5% | -324.4% | -85.4% |
| All | -1.9% | +315.3% | -317.2% | -85.4% |
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