+43.6%
AZ vs VT
+82.4%
-38.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -0.9% |
| 7D | +5.9% | +2.9% | +3.0% | +1.9% |
| 30D | +7.7% | -2.5% | +10.2% | +12.2% |
| 3M | -5.1% | -3.3% | -1.8% | +0.3% |
| 6M | -10.4% | +1.5% | -11.9% | -11.0% |
| YTD | -5.7% | +11.4% | -17.0% | -16.1% |
| 1Y | +11.4% | +11.9% | -0.5% | -1.3% |
| 3Y | +87.5% | +73.9% | +13.6% | -4.7% |
| 5Y | -69.2% | +57.9% | -127.1% | -81.1% |
| All | +43.6% | +82.4% | -38.8% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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