+90.1%
VSH vs AZO
-20.9%
+111.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.1% |
| 7D | +3.5% | -0.8% | +4.3% | +3.2% |
| 30D | -4.4% | -5.1% | +0.7% | -6.3% |
| 3M | -45.8% | -7.2% | -38.6% | -45.7% |
| 6M | +90.1% | -20.7% | +110.9% | +96.6% |
| All | +90.1% | -20.9% | +111.0% | +96.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling