+144.4%
AZZ vs VT
+57.5%
+86.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -5.4% | -0.1% | -5.2% | -5.1% |
| 30D | -4.2% | -3.1% | -1.2% | -0.6% |
| 3M | -13.9% | -3.5% | -10.4% | -10.1% |
| 6M | -11.1% | +0.5% | -11.5% | -11.2% |
| YTD | +22.9% | +10.8% | +12.1% | +9.5% |
| 1Y | +29.9% | +11.9% | +18.0% | +14.4% |
| 3Y | +187.2% | +73.0% | +114.2% | +60.2% |
| 5Y | +144.4% | +58.6% | +85.8% | +43.1% |
| All | +144.4% | +57.5% | +86.8% | +43.1% |
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