+69.6%
V vs AZO
+85.0%
-15.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -3.0% | -2.9% | -0.1% | -2.3% |
| 30D | +1.2% | -5.3% | +6.5% | +2.6% |
| 3M | +13.9% | -7.3% | +21.3% | +15.8% |
| 6M | +17.2% | -22.7% | +39.9% | +24.5% |
| YTD | +5.3% | -15.0% | +20.4% | +8.3% |
| 1Y | +9.5% | -32.2% | +41.7% | +20.2% |
| 3Y | +51.9% | +10.0% | +41.9% | +43.2% |
| 5Y | +69.6% | +85.8% | -16.3% | +30.1% |
| All | +69.6% | +85.0% | -15.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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