+85.2%
AZO vs IVZ
+61.1%
+24.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -3.6% | -2.4% | -1.2% | -3.3% |
| 30D | -5.6% | +3.0% | -8.6% | -5.8% |
| 3M | -6.6% | +14.9% | -21.5% | -8.1% |
| 6M | -22.5% | +36.7% | -59.3% | -25.5% |
| YTD | -15.2% | +25.7% | -40.9% | -17.8% |
| 1Y | -33.9% | +47.7% | -81.6% | -37.4% |
| 3Y | +11.8% | +138.8% | -127.0% | -3.0% |
| All | +85.2% | +61.1% | +24.1% | +68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling