+32.6%
IYZ vs VOO
+72.6%
-40.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +5.2% | +2.6% | +2.7% | +3.0% |
| 30D | -3.8% | -2.0% | -1.8% | -1.9% |
| 3M | -10.8% | -2.8% | -8.0% | -8.4% |
| 6M | -6.1% | +2.2% | -8.3% | -7.5% |
| YTD | +16.4% | +11.5% | +4.9% | +6.3% |
| 1Y | +23.3% | +13.5% | +9.8% | +11.0% |
| 3Y | +97.9% | +78.1% | +19.8% | +19.2% |
| All | +32.6% | +72.6% | -40.0% | -20.5% |
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 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