+75.8%
IVV vs AZO
+10.2%
+65.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -2.0% | -2.9% | +0.9% | -1.7% |
| 30D | -1.6% | -5.3% | +3.7% | -1.1% |
| 3M | +4.8% | -7.3% | +12.1% | +5.4% |
| 6M | +12.6% | -22.7% | +35.2% | +15.7% |
| YTD | +11.8% | -15.0% | +26.8% | +13.4% |
| 1Y | +17.6% | -32.2% | +49.8% | +23.2% |
| All | +75.8% | +10.2% | +65.6% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling