-99.9%
AZIO vs VOO
+265.4%
-365.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.4% | -4.6% |
| 7D | +0.9% | -0.4% | +1.2% | +1.1% |
| 30D | -21.3% | -1.4% | -20.0% | -20.6% |
| 3M | -29.8% | +3.7% | -33.5% | -31.1% |
| 6M | -6.3% | +13.0% | -19.4% | -12.7% |
| YTD | +228.7% | +12.4% | +216.3% | +207.7% |
| 1Y | -52.1% | +18.6% | -70.7% | -56.4% |
| 3Y | -92.2% | +78.1% | -170.2% | -94.3% |
| 5Y | -98.1% | +82.3% | -180.4% | -98.6% |
| All | -99.9% | +265.4% | -365.3% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling