-56.4%
AZIO vs VOO
+12.0%
-68.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.6% |
| 7D | -36.4% | -0.6% | -35.8% | -36.3% |
| 30D | -45.3% | -3.6% | -41.6% | -42.4% |
| 3M | -62.8% | -2.7% | -60.1% | -61.4% |
| 6M | -72.8% | +2.2% | -75.0% | -73.8% |
| YTD | +55.4% | +10.9% | +44.5% | +43.9% |
| 1Y | -56.4% | +11.3% | -67.7% | -58.4% |
| All | -56.4% | +12.0% | -68.4% | -58.4% |
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