-92.7%
IZM vs VOO
+108.3%
-200.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.1% |
| 7D | +3.8% | +0.5% | +3.3% | +4.1% |
| 30D | -4.0% | -0.9% | -3.0% | -4.3% |
| 3M | -39.6% | +3.9% | -43.4% | -38.0% |
| 6M | -62.6% | +14.5% | -77.2% | -59.9% |
| YTD | -90.4% | +13.0% | -103.4% | -89.7% |
| 1Y | -90.2% | +19.4% | -109.7% | -89.4% |
| 3Y | -97.6% | +78.9% | -176.4% | -96.8% |
| All | -92.7% | +108.3% | -200.9% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling