+158.3%
IEZ vs VOO
+82.3%
+76.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.7% |
| 7D | +0.5% | +0.5% | 0.0% | 0.0% |
| 30D | +8.9% | -0.9% | +9.9% | +9.9% |
| 3M | -0.4% | +3.9% | -4.3% | -4.4% |
| 6M | +13.4% | +14.5% | -1.1% | -1.5% |
| YTD | +47.4% | +13.0% | +34.4% | +29.9% |
| 1Y | +63.9% | +19.4% | +44.5% | +36.6% |
| 3Y | +29.4% | +78.9% | -49.4% | -26.0% |
| 5Y | +158.3% | +82.3% | +76.1% | +44.6% |
| All | +158.3% | +82.3% | +76.0% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling