+319.8%
ROIV vs AZO
+86.9%
+232.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | +22.3% | -0.8% | +23.1% | +22.5% |
| 30D | +16.9% | -5.1% | +22.0% | +18.5% |
| 3M | +43.9% | -7.2% | +51.2% | +46.4% |
| 6M | +41.6% | -20.7% | +62.3% | +51.1% |
| YTD | +92.7% | -14.2% | +106.8% | +100.0% |
| 1Y | +210.2% | -32.2% | +242.3% | +246.2% |
| 3Y | +231.8% | +11.1% | +220.7% | +207.5% |
| 5Y | +319.8% | +87.6% | +232.2% | +215.4% |
| All | +319.8% | +86.9% | +232.8% | +215.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling