+41.8%
IYZ vs VOO
+82.8%
-41.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.9% |
| 7D | +1.3% | -0.8% | +2.1% | +2.0% |
| 30D | -3.4% | -1.1% | -2.3% | -2.5% |
| 3M | +0.5% | +3.9% | -3.4% | -2.7% |
| 6M | +11.0% | +13.6% | -2.6% | -0.4% |
| YTD | +28.5% | +12.7% | +15.8% | +16.1% |
| 1Y | +36.8% | +17.6% | +19.2% | +19.2% |
| 3Y | +106.3% | +77.3% | +29.0% | +24.7% |
| All | +41.8% | +82.8% | -41.0% | -18.9% |
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