+3,352.3%
AZO vs VO
+814.4%
+2,537.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.9% |
| 7D | -0.8% | -0.6% | -0.2% | -0.4% |
| 30D | -5.1% | -1.9% | -3.2% | -4.0% |
| 3M | -7.2% | +3.3% | -10.5% | -9.2% |
| 6M | -20.7% | +9.7% | -30.4% | -25.2% |
| YTD | -14.2% | +12.6% | -26.8% | -20.4% |
| 1Y | -32.2% | +13.6% | -45.8% | -37.5% |
| 3Y | +11.1% | +56.8% | -45.7% | -17.3% |
| 5Y | +87.6% | +42.3% | +45.3% | +46.5% |
| 10Y | +302.9% | +199.2% | +103.8% | +95.1% |
| All | +3,352.3% | +814.4% | +2,537.9% | +719.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling