+27.3%
AZ vs VOO
+114.8%
-87.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.4% | -11.0% | -10.9% |
| 7D | -11.4% | +2.6% | -14.0% | -14.1% |
| 30D | -2.3% | -2.0% | -0.3% | +0.7% |
| 3M | -32.8% | -2.8% | -30.1% | -29.9% |
| 6M | -15.9% | +2.2% | -18.1% | -16.9% |
| YTD | -16.4% | +11.5% | -28.0% | -24.9% |
| 1Y | +4.6% | +13.5% | -8.9% | -7.5% |
| 3Y | +58.8% | +78.1% | -19.3% | -14.2% |
| 5Y | -72.7% | +73.1% | -145.8% | -84.0% |
| All | +27.3% | +114.8% | -87.5% | -44.8% |
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 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