-99.9%
AZI vs VT
+41.6%
-141.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -1.6% | -0.1% | -1.4% | -1.5% |
| 30D | -17.9% | -0.7% | -17.2% | -17.2% |
| 3M | -33.0% | +4.0% | -37.0% | -35.0% |
| 6M | -80.9% | +12.3% | -93.2% | -82.5% |
| YTD | -96.0% | +14.0% | -110.1% | -96.3% |
| 1Y | -98.7% | +20.3% | -119.0% | -98.8% |
| All | -99.9% | +41.6% | -141.5% | -99.9% |
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