-98.6%
AZI vs VT
+21.4%
-120.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +4.3% |
| 7D | 0.0% | +1.0% | -1.0% | -2.2% |
| 30D | -14.7% | -0.2% | -14.4% | -13.9% |
| 3M | +13.3% | +4.5% | +8.7% | +3.0% |
| 6M | -51.5% | +14.1% | -65.6% | -63.5% |
| YTD | -95.9% | +14.8% | -110.7% | -96.9% |
| 1Y | -98.6% | +21.2% | -119.8% | -99.0% |
| All | -98.6% | +21.4% | -120.0% | -99.0% |
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 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