+153.0%
VLO vs AZO
-32.5%
+185.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.3% | -3.6% | +8.9% | +4.7% |
| 30D | +18.2% | -5.6% | +23.8% | +17.2% |
| 3M | +53.3% | -6.6% | +60.0% | +51.9% |
| 6M | +70.4% | -22.5% | +92.9% | +64.4% |
| YTD | +143.4% | -15.2% | +158.6% | +142.1% |
| 1Y | +153.0% | -33.9% | +186.9% | +135.0% |
| All | +153.0% | -32.5% | +185.5% | +135.0% |
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