+318.2%
AZO vs VTEB
+25.5%
+292.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.4% |
| 7D | -3.6% | -0.9% | -2.7% | -2.8% |
| 30D | -5.6% | -2.5% | -3.0% | -3.6% |
| 3M | -6.6% | -3.0% | -3.7% | -4.4% |
| 6M | -22.5% | -2.1% | -20.4% | -21.1% |
| YTD | -15.2% | -1.5% | -13.7% | -14.1% |
| 1Y | -33.9% | +0.2% | -34.1% | -34.0% |
| 3Y | +11.8% | +8.6% | +3.3% | +4.5% |
| 5Y | +85.5% | +1.2% | +84.3% | +84.8% |
| 10Y | +298.2% | +18.1% | +280.1% | +304.1% |
| All | +318.2% | +25.5% | +292.7% | +381.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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