+1,226.3%
AZO vs VOO
+802.4%
+423.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -2.9% | -2.0% | -0.9% | -1.7% |
| 30D | -5.3% | -1.7% | -3.6% | -4.3% |
| 3M | -7.3% | +4.7% | -12.1% | -10.1% |
| 6M | -22.7% | +12.6% | -35.2% | -28.3% |
| YTD | -15.0% | +11.8% | -26.8% | -20.9% |
| 1Y | -32.2% | +17.5% | -49.8% | -39.1% |
| 3Y | +10.0% | +77.0% | -67.0% | -25.1% |
| 5Y | +85.8% | +82.6% | +3.3% | +22.9% |
| 10Y | +298.9% | +320.0% | -21.1% | +54.1% |
| All | +1,226.3% | +802.4% | +423.9% | +269.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling