+376.1%
ROIV vs AZO
+71.5%
+304.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.9% | -4.6% |
| 7D | +9.2% | -1.7% | +10.9% | +9.7% |
| 30D | +19.9% | +12.4% | +7.5% | +15.8% |
| 3M | +10.6% | +6.8% | +3.8% | +8.2% |
| 6M | +36.1% | -4.6% | +40.7% | +37.3% |
| YTD | +84.3% | -4.1% | +88.4% | +85.0% |
| 1Y | +87.6% | -14.2% | +101.7% | +94.7% |
| 3Y | +353.9% | +20.3% | +333.6% | +312.4% |
| 5Y | +376.1% | +72.4% | +303.7% | +281.1% |
| All | +376.1% | +71.5% | +304.6% | +281.1% |
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