+288.6%
AZO vs VOO
+325.3%
-36.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | -3.6% | -0.8% | -2.8% | -3.1% |
| 30D | -5.6% | -1.1% | -4.5% | -4.9% |
| 3M | -6.6% | +3.9% | -10.5% | -9.1% |
| 6M | -22.5% | +13.6% | -36.1% | -28.8% |
| YTD | -15.2% | +12.7% | -27.9% | -21.7% |
| 1Y | -33.9% | +17.6% | -51.5% | -40.8% |
| 3Y | +11.8% | +77.3% | -65.5% | -25.7% |
| 5Y | +85.5% | +84.1% | +1.4% | +19.1% |
| All | +288.6% | +325.3% | -36.7% | +37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling