+2,735.3%
AZO vs VT
+357.6%
+2,377.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.4% |
| 7D | -0.1% | +0.4% | -0.4% | -0.3% |
| 30D | +10.6% | -2.6% | +13.2% | +12.1% |
| 3M | +4.0% | -3.2% | +7.2% | +5.7% |
| 6M | -7.0% | +0.9% | -7.9% | -8.1% |
| YTD | -4.1% | +11.3% | -15.4% | -10.4% |
| 1Y | -12.6% | +14.0% | -26.6% | -19.4% |
| 3Y | +21.4% | +75.8% | -54.5% | -13.8% |
| 5Y | +74.2% | +57.8% | +16.4% | +30.8% |
| 10Y | +338.9% | +219.8% | +119.1% | +121.4% |
| All | +2,735.3% | +357.6% | +2,377.7% | +1,102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling