+1,446.0%
VSH vs AZO
+42,241.4%
-40,795.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.2% |
| 7D | +3.5% | -0.8% | +4.3% | +3.8% |
| 30D | -4.4% | -5.1% | +0.7% | -2.9% |
| 3M | -45.8% | -7.2% | -38.6% | -45.1% |
| 6M | +90.1% | -20.7% | +110.9% | +101.8% |
| YTD | +120.3% | -14.2% | +134.5% | +126.7% |
| 1Y | +112.2% | -32.2% | +144.4% | +135.4% |
| 3Y | +36.6% | +11.1% | +25.5% | +25.2% |
| 5Y | +67.0% | +87.6% | -20.6% | +25.2% |
| 10Y | +179.5% | +302.9% | -123.5% | +56.8% |
| All | +1,446.0% | +42,241.4% | -40,795.4% | +176.7% |
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