+2,263.5%
VGT vs AZO
+3,300.4%
-1,036.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.2% | -3.6% | +3.4% | +1.1% |
| 30D | -0.4% | -5.6% | +5.1% | +1.4% |
| 3M | +4.4% | -6.6% | +11.1% | +6.1% |
| 6M | +32.1% | -22.5% | +54.6% | +42.4% |
| YTD | +28.8% | -15.2% | +44.0% | +34.0% |
| 1Y | +35.3% | -33.9% | +69.3% | +53.3% |
| 3Y | +124.8% | +11.8% | +113.0% | +105.1% |
| 5Y | +137.9% | +85.5% | +52.4% | +76.1% |
| 10Y | +814.2% | +298.2% | +516.0% | +384.7% |
| All | +2,263.5% | +3,300.4% | -1,036.9% | +437.0% |
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