+1,075.1%
VST vs AZO
+327.1%
+748.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +6.6% | +1.3% | +5.2% | +6.3% |
| 30D | -12.4% | +12.0% | -24.3% | -14.7% |
| 3M | -9.0% | +7.2% | -16.2% | -10.7% |
| 6M | -6.4% | -3.2% | -3.3% | -6.8% |
| YTD | -17.2% | -3.9% | -13.3% | -17.7% |
| 1Y | -22.0% | -14.7% | -7.4% | -20.3% |
| 3Y | +296.7% | +20.4% | +276.3% | +259.5% |
| 5Y | +637.6% | +72.8% | +564.8% | +487.6% |
| 10Y | +1,138.2% | +334.4% | +803.8% | +679.5% |
| All | +1,075.1% | +327.1% | +748.0% | +640.3% |
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