-9.5%
AZO vs VEU
+17.0%
-26.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.0% | +1.9% | +3.7% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +18.4% | -2.1% | +20.6% | +18.6% |
| 3M | +9.8% | -2.7% | +12.5% | +10.0% |
| 6M | -4.5% | +3.2% | -7.7% | -6.9% |
| YTD | -1.9% | +12.6% | -14.5% | -7.7% |
| 1Y | -9.5% | +17.1% | -26.6% | -15.8% |
| All | -9.5% | +17.0% | -26.5% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling