+41.1%
AZ vs VOO
+116.5%
-75.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.6% |
| 7D | +2.2% | -0.4% | +2.6% | +2.7% |
| 30D | -6.8% | -1.4% | -5.4% | -5.0% |
| 3M | +0.5% | +3.7% | -3.2% | -3.6% |
| 6M | +11.5% | +13.0% | -1.6% | -2.5% |
| YTD | -7.4% | +12.4% | -19.8% | -18.1% |
| 1Y | -25.6% | +18.6% | -44.2% | -37.5% |
| 3Y | +28.3% | +78.1% | -49.8% | -31.2% |
| 5Y | -60.9% | +82.3% | -143.1% | -78.7% |
| All | +41.1% | +116.5% | -75.5% | -39.8% |
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