-99.1%
AZIO vs VT
+53.4%
-152.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.1% | +0.2% | -23.4% | -23.3% |
| 7D | -25.5% | -2.3% | -23.2% | -24.2% |
| 30D | -52.8% | -5.0% | -47.8% | -50.8% |
| 3M | -65.0% | -4.9% | -60.1% | -63.5% |
| 6M | -70.4% | -1.5% | -68.9% | -70.1% |
| YTD | +43.5% | +8.5% | +35.0% | +34.1% |
| 1Y | -59.4% | +11.4% | -70.8% | -62.8% |
| 3Y | -96.2% | +70.1% | -166.3% | -97.4% |
| All | -99.1% | +53.4% | -152.5% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling