+304.7%
AZO vs VT
+221.4%
+83.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.5% | +1.0% | -1.5% | -1.1% |
| 30D | -5.6% | -0.2% | -5.4% | -5.5% |
| 3M | -4.0% | +4.5% | -8.5% | -7.0% |
| 6M | -18.9% | +14.1% | -33.0% | -26.0% |
| YTD | -13.0% | +14.8% | -27.7% | -21.0% |
| 1Y | -30.4% | +21.2% | -51.6% | -39.2% |
| 3Y | +12.7% | +76.6% | -63.9% | -25.5% |
| 5Y | +89.6% | +66.6% | +23.1% | +30.3% |
| 10Y | +304.7% | +222.3% | +82.4% | +65.3% |
| All | +304.7% | +221.4% | +83.2% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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