-9.5%
AZO vs IVZ
+30.5%
-40.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.2% | -0.3% | +4.0% |
| 7D | +5.3% | +2.6% | +2.7% | +5.4% |
| 30D | +18.4% | -3.5% | +21.9% | +18.1% |
| 3M | +9.8% | -7.4% | +17.2% | +9.4% |
| 6M | -4.5% | +14.7% | -19.2% | -5.0% |
| YTD | -1.9% | +14.6% | -16.6% | -3.2% |
| 1Y | -9.5% | +30.7% | -40.2% | -11.5% |
| All | -9.5% | +30.5% | -40.1% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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