+1,058.9%
VST vs AZO
+321.5%
+737.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.9% |
| 7D | -6.0% | +0.5% | -6.6% | -6.3% |
| 30D | -18.8% | +9.4% | -28.2% | -20.5% |
| 3M | -8.0% | +4.9% | -12.9% | -9.4% |
| 6M | -10.9% | -8.0% | -3.0% | -10.2% |
| YTD | -18.3% | -5.1% | -13.2% | -18.7% |
| 1Y | -29.9% | -13.7% | -16.2% | -28.6% |
| 3Y | +290.3% | +19.1% | +271.2% | +254.4% |
| 5Y | +635.3% | +71.0% | +564.3% | +486.7% |
| 10Y | +1,162.4% | +331.1% | +831.2% | +696.8% |
| All | +1,058.9% | +321.5% | +737.4% | +631.9% |
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 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