+145.7%
VMC vs AZO
+296.8%
-151.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -3.8% | -3.6% | -0.2% | -2.5% |
| 30D | -9.7% | -5.6% | -4.1% | -7.9% |
| 3M | -9.6% | -6.6% | -3.0% | -7.8% |
| 6M | -4.8% | -22.5% | +17.7% | +3.5% |
| YTD | -10.9% | -15.2% | +4.3% | -6.4% |
| 1Y | -15.6% | -33.9% | +18.3% | -3.0% |
| 3Y | +19.3% | +11.8% | +7.5% | +10.3% |
| 5Y | +48.0% | +85.5% | -37.5% | +9.9% |
| All | +145.7% | +296.8% | -151.1% | +45.0% |
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 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