+288.6%
AZO vs VO
+200.3%
+88.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.7% |
| 7D | -3.6% | -1.5% | -2.1% | -2.6% |
| 30D | -5.6% | -3.0% | -2.5% | -3.7% |
| 3M | -6.6% | +2.8% | -9.5% | -8.4% |
| 6M | -22.5% | +10.9% | -33.4% | -27.6% |
| YTD | -15.2% | +12.5% | -27.6% | -21.5% |
| 1Y | -33.9% | +12.0% | -45.9% | -38.8% |
| 3Y | +11.8% | +56.3% | -44.5% | -18.2% |
| 5Y | +85.5% | +42.9% | +42.6% | +42.7% |
| All | +288.6% | +200.3% | +88.3% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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