-98.8%
AZIO vs VT
+53.2%
-152.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -0.7% |
| 7D | -8.8% | -4.2% | -4.7% | -5.6% |
| 30D | -43.2% | -5.8% | -37.4% | -40.3% |
| 3M | -58.6% | -5.2% | -53.4% | -56.8% |
| 6M | -62.8% | +0.1% | -62.9% | -62.9% |
| YTD | +86.6% | +8.2% | +78.4% | +74.9% |
| 1Y | -50.7% | +10.1% | -60.9% | -54.4% |
| 3Y | -95.5% | +69.7% | -165.2% | -96.9% |
| 5Y | -98.8% | +53.4% | -152.2% | -99.2% |
| All | -98.8% | +53.2% | -152.0% | -99.2% |
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