+360.8%
VT vs AZO
+2,786.2%
-2,425.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.2% |
| 7D | +0.4% | -0.1% | +0.4% | +0.4% |
| 30D | -2.6% | +10.6% | -13.2% | -6.2% |
| 3M | -3.2% | +4.0% | -7.2% | -5.0% |
| 6M | +0.9% | -7.0% | +7.9% | +2.4% |
| YTD | +11.3% | -4.1% | +15.4% | +10.9% |
| 1Y | +14.0% | -12.6% | +26.6% | +17.4% |
| 3Y | +75.8% | +21.4% | +54.5% | +55.8% |
| 5Y | +57.8% | +74.2% | -16.4% | +17.6% |
| 10Y | +219.8% | +338.9% | -119.1% | +51.0% |
| All | +360.8% | +2,786.2% | -2,425.4% | -33.3% |
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