+85.2%
AZO vs VCLT
-17.2%
+102.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | -1.4% | -2.2% | -3.3% |
| 30D | -5.6% | -1.2% | -4.4% | -5.3% |
| 3M | -6.6% | -4.8% | -1.9% | -5.6% |
| 6M | -22.5% | -2.6% | -19.9% | -22.1% |
| YTD | -15.2% | -3.3% | -11.8% | -14.6% |
| 1Y | -33.9% | -4.8% | -29.1% | -33.2% |
| 3Y | +11.8% | +11.5% | +0.3% | +8.9% |
| All | +85.2% | -17.2% | +102.4% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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