-98.0%
AZIO vs VOO
+82.3%
-180.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.6% |
| 7D | +2.5% | +0.5% | +1.9% | +2.0% |
| 30D | -14.5% | -0.9% | -13.5% | -13.8% |
| 3M | -30.7% | +3.9% | -34.6% | -32.4% |
| 6M | -5.3% | +14.5% | -19.9% | -13.5% |
| YTD | +245.4% | +13.0% | +232.5% | +219.3% |
| 1Y | -49.4% | +19.4% | -68.8% | -54.6% |
| 3Y | -91.8% | +78.9% | -170.7% | -94.2% |
| 5Y | -98.0% | +82.3% | -180.3% | -98.7% |
| All | -98.0% | +82.3% | -180.3% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling