-99.9%
AZIO vs VT
+191.0%
-290.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -9.2% | +0.4% | -9.6% | -9.5% |
| 30D | -26.5% | +1.0% | -27.5% | -27.0% |
| 3M | -36.0% | +2.4% | -38.4% | -37.0% |
| 6M | -16.8% | +12.0% | -28.8% | -23.3% |
| YTD | +231.5% | +15.3% | +216.1% | +200.1% |
| 1Y | -45.9% | +22.6% | -68.5% | -52.9% |
| 3Y | -93.7% | +74.7% | -168.4% | -95.7% |
| 5Y | -98.0% | +66.1% | -164.1% | -98.6% |
| All | -99.9% | +191.0% | -290.9% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling