-100.0%
VIVK vs AZO
-7.5%
-92.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | +3.9% | -31.4% | -27.3% |
| 7D | -68.7% | +5.3% | -74.0% | -68.7% |
| 30D | -90.0% | +18.4% | -108.5% | -90.0% |
| 3M | -98.1% | +9.8% | -107.9% | -98.0% |
| 6M | -99.9% | -4.5% | -95.4% | -99.9% |
| YTD | -99.9% | -1.9% | -98.0% | -99.9% |
| 1Y | -100.0% | -9.5% | -90.5% | -100.0% |
| All | -100.0% | -7.5% | -92.5% | -100.0% |
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 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