-33.9%
AZO vs IVZ
+49.7%
-83.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.1% |
| 7D | -3.6% | -2.4% | -1.2% | -3.7% |
| 30D | -5.6% | +3.0% | -8.6% | -5.4% |
| 3M | -6.6% | +14.9% | -21.5% | -5.6% |
| 6M | -22.5% | +36.7% | -59.3% | -22.6% |
| YTD | -15.2% | +25.7% | -40.9% | -15.4% |
| 1Y | -33.9% | +47.7% | -81.6% | -34.0% |
| All | -33.9% | +49.7% | -83.6% | -34.0% |
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