+590.0%
AZTA vs VOO
+807.8%
-217.8%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | -5.0% | -0.4% | -4.6% | -4.5% |
| 30D | -9.5% | -1.4% | -8.2% | -7.6% |
| 3M | +32.7% | +3.7% | +29.0% | +25.5% |
| 6M | +30.4% | +13.0% | +17.3% | +8.0% |
| YTD | -9.4% | +12.4% | -21.8% | -24.0% |
| 1Y | +2.4% | +18.6% | -16.2% | -20.2% |
| 3Y | -42.2% | +78.1% | -120.3% | -75.3% |
| 5Y | -66.7% | +82.3% | -149.0% | -85.9% |
| 10Y | +159.4% | +322.5% | -163.1% | -65.2% |
| All | +590.0% | +807.8% | -217.8% | -75.7% |
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