+75.4%
VEA vs AZO
+10.0%
+65.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | -1.5% | -3.6% | +2.1% | -1.1% |
| 30D | -0.8% | -5.6% | +4.7% | -0.3% |
| 3M | +2.5% | -6.6% | +9.1% | +3.0% |
| 6M | +11.1% | -22.5% | +33.7% | +14.4% |
| YTD | +17.2% | -15.2% | +32.3% | +19.2% |
| 1Y | +24.5% | -33.9% | +58.4% | +31.0% |
| 3Y | +75.4% | +11.8% | +63.6% | +70.2% |
| All | +75.4% | +10.0% | +65.4% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling