-100.0%
AZTR vs VOO
+79.5%
-179.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.7% |
| 7D | -1.1% | -0.8% | -0.3% | -0.6% |
| 30D | +31.9% | -1.1% | +32.9% | +32.9% |
| 3M | -19.5% | +3.9% | -23.3% | -21.7% |
| 6M | -7.3% | +13.6% | -20.9% | -16.6% |
| YTD | -32.8% | +12.7% | -45.5% | -39.0% |
| 1Y | -77.8% | +17.6% | -95.3% | -80.5% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +79.5% | -179.5% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling