+55.6%
VFC vs AZO
-7.5%
+63.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.9% | +0.5% | +3.4% |
| 7D | +21.5% | +5.3% | +16.1% | +19.9% |
| 30D | +46.7% | +18.4% | +28.2% | +40.9% |
| 3M | +38.4% | +9.8% | +28.6% | +35.1% |
| 6M | +15.2% | -4.5% | +19.7% | +15.9% |
| YTD | +17.8% | -1.9% | +19.8% | +19.0% |
| 1Y | +55.6% | -9.5% | +65.1% | +60.9% |
| All | +55.6% | -7.5% | +63.0% | +60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling