+288.6%
AZO vs VEU
+155.0%
+133.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -3.6% | -1.4% | -2.1% | -2.8% |
| 30D | -5.6% | -0.4% | -5.1% | -5.4% |
| 3M | -6.6% | +2.5% | -9.2% | -8.4% |
| 6M | -22.5% | +11.1% | -33.7% | -27.8% |
| YTD | -15.2% | +16.5% | -31.7% | -23.3% |
| 1Y | -33.9% | +22.9% | -56.9% | -42.3% |
| 3Y | +11.8% | +73.4% | -61.6% | -22.3% |
| 5Y | +85.5% | +56.1% | +29.4% | +38.1% |
| All | +288.6% | +155.0% | +133.6% | +103.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling