-63.9%
AZ vs VOO
+82.8%
-146.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | 0.0% |
| 7D | -5.9% | -0.8% | -5.1% | -4.9% |
| 30D | -10.5% | -1.1% | -9.4% | -9.1% |
| 3M | -2.7% | +3.9% | -6.6% | -6.7% |
| 6M | +7.8% | +13.6% | -5.8% | -6.0% |
| YTD | -11.1% | +12.7% | -23.8% | -21.4% |
| 1Y | -32.8% | +17.6% | -50.3% | -42.7% |
| 3Y | +22.5% | +77.3% | -54.8% | -32.3% |
| All | -63.9% | +82.8% | -146.7% | -79.9% |
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