+293.7%
ROIV vs AZO
+155.4%
+138.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | +19.0% | -2.9% | +21.9% | +19.8% |
| 30D | +16.1% | -5.3% | +21.4% | +17.7% |
| 3M | +44.1% | -7.3% | +51.5% | +46.3% |
| 6M | +37.8% | -22.7% | +60.5% | +47.0% |
| YTD | +88.7% | -15.0% | +103.7% | +95.6% |
| 1Y | +197.3% | -32.2% | +229.6% | +227.4% |
| 3Y | +224.9% | +10.0% | +214.9% | +207.5% |
| 5Y | +311.0% | +85.8% | +225.2% | +257.7% |
| All | +293.7% | +155.4% | +138.2% | +259.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling