+23,444.0%
VLO vs AZO
+42,241.4%
-18,797.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.9% |
| 7D | +6.2% | -0.8% | +7.0% | +6.4% |
| 30D | +23.5% | -5.1% | +28.6% | +25.1% |
| 3M | +53.9% | -7.2% | +61.1% | +56.1% |
| 6M | +81.7% | -20.7% | +102.4% | +90.7% |
| YTD | +142.5% | -14.2% | +156.6% | +148.6% |
| 1Y | +145.4% | -32.2% | +177.6% | +166.5% |
| 3Y | +197.3% | +11.1% | +186.2% | +180.4% |
| 5Y | +614.6% | +87.6% | +527.0% | +478.9% |
| 10Y | +938.9% | +302.9% | +635.9% | +590.1% |
| All | +23,444.0% | +42,241.4% | -18,797.4% | +7,188.3% |
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