+979.9%
VFC vs AZO
+42,832.5%
-41,852.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | +0.8% | -0.5% | +1.3% | +1.0% |
| 30D | -11.9% | -5.6% | -6.3% | -10.4% |
| 3M | -20.2% | -4.0% | -16.2% | -19.4% |
| 6M | -23.0% | -18.9% | -4.0% | -18.4% |
| YTD | -26.2% | -13.0% | -13.2% | -23.8% |
| 1Y | -13.3% | -30.4% | +17.1% | -4.5% |
| 3Y | -25.5% | +12.7% | -38.2% | -30.2% |
| 5Y | -78.1% | +89.6% | -167.8% | -82.8% |
| 10Y | -68.8% | +304.7% | -373.5% | -80.9% |
| All | +979.9% | +42,832.5% | -41,852.6% | +126.8% |
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