-98.7%
AZIO vs VT
+59.7%
-158.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.2% | +1.7% | -21.9% | -21.7% |
| 7D | -6.7% | -0.3% | -6.4% | -6.7% |
| 30D | -40.2% | -1.4% | -38.7% | -39.6% |
| 3M | -53.3% | -1.4% | -51.9% | -52.9% |
| 6M | -59.3% | +5.5% | -64.8% | -61.3% |
| YTD | +95.0% | +12.8% | +82.2% | +76.1% |
| 1Y | -48.1% | +15.4% | -63.6% | -53.9% |
| 3Y | -95.3% | +76.9% | -172.2% | -96.9% |
| All | -98.7% | +59.7% | -158.4% | -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