-97.7%
IZM vs VOO
+75.9%
-173.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | -2.9% | -2.0% | -0.9% | -3.4% |
| 30D | -11.0% | -1.7% | -9.4% | -11.4% |
| 3M | -70.0% | +4.7% | -74.7% | -69.5% |
| 6M | -61.0% | +12.6% | -73.6% | -59.4% |
| YTD | -90.8% | +11.8% | -102.5% | -90.4% |
| 1Y | -90.5% | +17.5% | -108.1% | -90.2% |
| All | -97.7% | +75.9% | -173.6% | -97.7% |
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