+221.8%
VT vs AZO
+334.0%
-112.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +2.4% | +1.3% | +1.0% | +2.0% |
| 30D | -1.5% | +12.0% | -13.5% | -4.5% |
| 3M | -4.1% | +7.2% | -11.3% | -6.1% |
| 6M | +0.6% | -3.2% | +3.7% | +0.6% |
| YTD | +11.0% | -3.9% | +14.9% | +10.9% |
| 1Y | +13.3% | -14.7% | +28.0% | +16.9% |
| 3Y | +73.4% | +20.4% | +53.0% | +58.9% |
| 5Y | +57.4% | +72.8% | -15.4% | +26.5% |
| All | +221.8% | +334.0% | -112.2% | +100.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling