+10,604.2%
AZO vs IVZ
+1,088.7%
+9,515.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | -3.6% | -2.4% | -1.2% | -3.1% |
| 30D | -5.6% | +3.0% | -8.6% | -6.2% |
| 3M | -6.6% | +14.9% | -21.5% | -9.8% |
| 6M | -22.5% | +36.7% | -59.3% | -28.0% |
| YTD | -15.2% | +25.7% | -40.9% | -20.1% |
| 1Y | -33.9% | +47.7% | -81.6% | -40.1% |
| 3Y | +11.8% | +138.8% | -127.0% | -11.2% |
| 5Y | +85.5% | +62.1% | +23.4% | +56.1% |
| 10Y | +298.2% | +64.3% | +233.9% | +209.2% |
| All | +10,604.2% | +1,088.7% | +9,515.5% | +4,417.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling