-100.0%
AZTR vs VT
+74.2%
-174.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.1% |
| 7D | -2.8% | +1.0% | -3.8% | -3.4% |
| 30D | +27.4% | -0.2% | +27.6% | +27.7% |
| 3M | -15.7% | +4.5% | -20.2% | -18.4% |
| 6M | -4.4% | +14.1% | -18.5% | -13.9% |
| YTD | -35.1% | +14.8% | -49.9% | -41.8% |
| 1Y | -78.4% | +21.2% | -99.6% | -81.5% |
| 3Y | -100.0% | +76.6% | -176.5% | -100.0% |
| All | -100.0% | +74.2% | -174.2% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling