+924.9%
VLO vs AZO
+296.8%
+628.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.3% | -3.6% | +8.9% | +6.6% |
| 30D | +18.2% | -5.6% | +23.8% | +20.4% |
| 3M | +53.3% | -6.6% | +60.0% | +55.9% |
| 6M | +70.4% | -22.5% | +92.9% | +83.8% |
| YTD | +143.4% | -15.2% | +158.6% | +152.3% |
| 1Y | +153.0% | -33.9% | +186.9% | +187.5% |
| 3Y | +195.0% | +11.8% | +183.2% | +163.7% |
| 5Y | +618.8% | +85.5% | +533.2% | +389.7% |
| All | +924.9% | +296.8% | +628.1% | +446.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling