+47.8%
VMC vs AZO
+85.8%
-38.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -3.8% | -3.6% | -0.2% | -2.7% |
| 30D | -9.7% | -5.6% | -4.1% | -8.2% |
| 3M | -9.6% | -6.6% | -3.0% | -8.0% |
| 6M | -4.8% | -22.5% | +17.7% | +2.4% |
| YTD | -10.9% | -15.2% | +4.3% | -7.0% |
| 1Y | -15.6% | -33.9% | +18.3% | -4.6% |
| 3Y | +19.3% | +11.8% | +7.5% | +10.8% |
| All | +47.8% | +85.8% | -38.0% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling