+1,850.5%
AZO vs VCLT
+100.6%
+1,749.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.8% |
| 7D | -2.9% | -1.3% | -1.6% | -2.7% |
| 30D | -5.3% | -1.1% | -4.2% | -5.1% |
| 3M | -7.3% | -3.7% | -3.7% | -6.8% |
| 6M | -22.7% | -4.0% | -18.6% | -22.2% |
| YTD | -15.0% | -3.4% | -11.7% | -14.6% |
| 1Y | -32.2% | -4.1% | -28.1% | -31.8% |
| 3Y | +10.0% | +11.0% | -1.0% | +8.1% |
| 5Y | +85.8% | -17.0% | +102.8% | +89.4% |
| 10Y | +298.9% | +16.7% | +282.2% | +303.6% |
| All | +1,850.5% | +100.6% | +1,749.9% | +2,075.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling