-98.7%
AZI vs VT
+12.5%
-111.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.9% |
| 7D | -15.6% | -0.1% | -15.4% | -15.2% |
| 30D | -43.0% | -3.1% | -39.9% | -38.1% |
| 3M | -56.9% | -3.5% | -53.4% | -52.8% |
| 6M | -48.8% | +0.5% | -49.3% | -49.4% |
| YTD | -97.9% | +10.8% | -108.7% | -98.5% |
| 1Y | -98.7% | +11.9% | -110.6% | -99.1% |
| All | -98.7% | +12.5% | -111.2% | -99.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling