+58.8%
AZ vs VT
+74.0%
-15.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.3% | -11.1% | -11.0% |
| 7D | -11.4% | +2.4% | -13.8% | -14.2% |
| 30D | -2.3% | -1.5% | -0.8% | +0.5% |
| 3M | -32.8% | -4.1% | -28.7% | -28.1% |
| 6M | -15.9% | +0.6% | -16.5% | -15.3% |
| YTD | -16.4% | +11.0% | -27.5% | -25.4% |
| 1Y | +4.6% | +13.3% | -8.7% | -8.8% |
| 3Y | +58.8% | +73.4% | -14.6% | +7.0% |
| All | +58.8% | +74.0% | -15.2% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling