+17.3%
IEZ vs VOO
+78.8%
-61.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | -7.2% | -0.6% | -6.6% | -6.7% |
| 30D | -8.7% | -3.6% | -5.0% | -5.0% |
| 3M | -15.9% | -2.7% | -13.2% | -13.6% |
| 6M | -17.8% | +2.2% | -20.0% | -20.1% |
| YTD | +19.7% | +10.9% | +8.8% | +5.8% |
| 1Y | +20.3% | +11.3% | +9.0% | +5.8% |
| 3Y | +17.3% | +76.9% | -59.6% | -38.1% |
| All | +17.3% | +78.8% | -61.5% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling