-98.3%
AZI vs VOO
+14.7%
-113.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.6% | -10.8% |
| 7D | -9.5% | -0.7% | -8.8% | -7.7% |
| 30D | -36.5% | -1.1% | -35.4% | -34.1% |
| 3M | -35.4% | -0.3% | -35.0% | -34.4% |
| 6M | -40.2% | +7.4% | -47.5% | -55.0% |
| YTD | -97.7% | +13.4% | -111.0% | -98.5% |
| 1Y | -98.3% | +14.8% | -113.1% | -99.0% |
| All | -98.3% | +14.7% | -113.0% | -99.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling