+18.2%
AZO vs VLTO
+26.2%
-8.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -0.5% | -1.6% | +1.1% | -0.1% |
| 30D | -5.6% | -2.9% | -2.8% | -4.9% |
| 3M | -4.0% | +12.7% | -16.7% | -6.8% |
| 6M | -18.9% | +1.6% | -20.5% | -19.6% |
| YTD | -13.0% | -4.0% | -9.0% | -12.7% |
| 1Y | -30.4% | -10.2% | -20.3% | -29.2% |
| All | +18.2% | +26.2% | -8.0% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling