+55.1%
IZRL vs VOO
+232.8%
-177.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.5% |
| 7D | -2.4% | -0.8% | -1.7% | -1.7% |
| 30D | -3.6% | -1.1% | -2.6% | -2.6% |
| 3M | -5.8% | +3.9% | -9.7% | -9.1% |
| 6M | +1.2% | +13.6% | -12.5% | -10.0% |
| YTD | -4.4% | +12.7% | -17.1% | -14.3% |
| 1Y | +1.7% | +17.6% | -15.9% | -12.3% |
| 3Y | +55.4% | +77.3% | -21.9% | -8.2% |
| 5Y | -3.0% | +84.1% | -87.1% | -44.3% |
| All | +55.1% | +232.8% | -177.7% | -48.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling