+137.9%
VGT vs AZO
+85.8%
+52.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -0.2% | -3.6% | +3.4% | +0.5% |
| 30D | -0.4% | -5.6% | +5.1% | +0.6% |
| 3M | +4.4% | -6.6% | +11.1% | +5.4% |
| 6M | +32.1% | -22.5% | +54.6% | +38.8% |
| YTD | +28.8% | -15.2% | +44.0% | +32.0% |
| 1Y | +35.3% | -33.9% | +69.3% | +47.9% |
| 3Y | +124.8% | +11.8% | +113.0% | +102.6% |
| All | +137.9% | +85.8% | +52.1% | +69.5% |
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