+535.3%
VRT vs AZO
+10.2%
+525.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.7% |
| 7D | -7.7% | -2.9% | -4.8% | -7.9% |
| 30D | -12.0% | -5.3% | -6.7% | -12.2% |
| 3M | -11.7% | -7.3% | -4.3% | -11.8% |
| 6M | -8.1% | -22.7% | +14.6% | -7.2% |
| YTD | +53.2% | -15.0% | +68.3% | +55.2% |
| 1Y | +81.7% | -32.2% | +113.9% | +82.7% |
| All | +535.3% | +10.2% | +525.1% | +480.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling