+170.4%
AZTA vs VOO
+321.5%
-151.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.3% | +4.6% |
| 7D | +2.3% | -1.2% | +3.5% | +4.2% |
| 30D | -4.0% | -2.0% | -2.0% | -1.0% |
| 3M | +41.8% | +2.8% | +39.0% | +35.8% |
| 6M | +49.6% | +15.5% | +34.1% | +19.5% |
| YTD | -3.7% | +12.2% | -15.9% | -19.1% |
| 1Y | +8.0% | +17.1% | -9.0% | -14.5% |
| 3Y | -36.9% | +75.7% | -112.6% | -72.7% |
| 5Y | -65.5% | +83.8% | -149.3% | -85.7% |
| 10Y | +170.4% | +321.9% | -151.5% | -71.0% |
| All | +170.4% | +321.5% | -151.1% | -71.0% |
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