+2,181.3%
AZO vs VEU
+185.0%
+1,996.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | -2.9% | -1.9% | -1.0% | -2.0% |
| 30D | -5.3% | -0.7% | -4.6% | -5.0% |
| 3M | -7.3% | +4.9% | -12.2% | -9.9% |
| 6M | -22.7% | +9.8% | -32.5% | -26.7% |
| YTD | -15.0% | +15.3% | -30.3% | -21.5% |
| 1Y | -32.2% | +23.0% | -55.3% | -39.5% |
| 3Y | +10.0% | +73.5% | -63.5% | -18.0% |
| 5Y | +85.8% | +54.5% | +31.3% | +45.9% |
| 10Y | +298.9% | +150.4% | +148.5% | +144.8% |
| All | +2,181.3% | +185.0% | +1,996.3% | +1,140.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling