+58.8%
AZ vs VOO
+78.5%
-19.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.4% | -11.0% | -10.9% |
| 7D | -11.4% | +2.6% | -14.0% | -14.4% |
| 30D | -2.3% | -2.0% | -0.3% | +1.1% |
| 3M | -32.8% | -2.8% | -30.1% | -29.6% |
| 6M | -15.9% | +2.2% | -18.1% | -17.0% |
| YTD | -16.4% | +11.5% | -28.0% | -25.6% |
| 1Y | +4.6% | +13.5% | -8.9% | -8.5% |
| 3Y | +58.8% | +78.1% | -19.3% | +9.6% |
| All | +58.8% | +78.5% | -19.6% | +9.6% |
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 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