+98.0%
VCIT vs AZO
+1,914.1%
-1,816.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.3% | +0.7% | -1.1% | -0.4% |
| 30D | -0.8% | -2.7% | +1.9% | -0.7% |
| 3M | -1.0% | -3.2% | +2.2% | -1.0% |
| 6M | -1.8% | -19.7% | +17.9% | -1.4% |
| YTD | -0.7% | -12.0% | +11.3% | -0.5% |
| 1Y | +1.0% | -29.5% | +30.5% | +1.7% |
| 3Y | +18.8% | +17.3% | +1.5% | +18.3% |
| 5Y | +3.5% | +94.1% | -90.6% | +1.9% |
| 10Y | +29.2% | +303.3% | -274.1% | +26.4% |
| All | +98.0% | +1,914.1% | -1,816.1% | +98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling