-99.1%
AZIO vs VOO
+67.9%
-167.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.1% | +0.3% | -23.4% | -23.3% |
| 7D | -25.5% | -2.7% | -22.8% | -24.3% |
| 30D | -52.8% | -5.4% | -47.4% | -51.0% |
| 3M | -65.0% | -4.1% | -60.9% | -64.0% |
| 6M | -70.4% | +0.7% | -71.1% | -70.6% |
| YTD | +43.5% | +8.7% | +34.7% | +35.8% |
| 1Y | -59.4% | +11.0% | -70.4% | -62.1% |
| 3Y | -96.2% | +75.5% | -171.6% | -97.3% |
| All | -99.1% | +67.9% | -167.0% | -99.4% |
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 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