-100.0%
AZTR vs VT
+69.0%
-169.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +2.6% | -14.7% | -13.8% |
| 7D | -23.0% | +0.4% | -23.3% | -23.1% |
| 30D | -50.5% | -2.6% | -47.9% | -49.7% |
| 3M | -52.3% | -3.2% | -49.1% | -51.3% |
| 6M | -72.5% | +0.9% | -73.4% | -72.8% |
| YTD | -75.7% | +11.3% | -87.0% | -77.8% |
| 1Y | -83.6% | +14.0% | -97.6% | -85.3% |
| 3Y | -100.0% | +75.8% | -175.8% | -100.0% |
| All | -100.0% | +69.0% | -169.0% | -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 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