+3,879.9%
VMC vs AZO
+42,241.4%
-38,361.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.9% |
| 7D | -5.3% | -0.8% | -4.5% | -5.1% |
| 30D | -12.3% | -5.1% | -7.1% | -11.0% |
| 3M | -10.3% | -7.2% | -3.0% | -8.6% |
| 6M | -8.6% | -20.7% | +12.2% | -2.9% |
| YTD | -11.9% | -14.2% | +2.3% | -8.7% |
| 1Y | -13.9% | -32.2% | +18.3% | -4.9% |
| 3Y | +18.2% | +11.1% | +7.0% | +12.3% |
| 5Y | +47.7% | +87.6% | -39.8% | +19.9% |
| 10Y | +152.5% | +302.9% | -150.4% | +62.8% |
| All | +3,879.9% | +42,241.4% | -38,361.4% | +1,210.5% |
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 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