+349.1%
VT vs AZO
+2,755.2%
-2,406.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.2% |
| 7D | -2.3% | +1.5% | -3.8% | -2.9% |
| 30D | -5.0% | +13.0% | -18.0% | -9.2% |
| 3M | -4.9% | +4.8% | -9.7% | -6.9% |
| 6M | -1.5% | -9.2% | +7.6% | +0.7% |
| YTD | +8.5% | -5.2% | +13.6% | +8.5% |
| 1Y | +11.4% | -12.4% | +23.8% | +14.6% |
| 3Y | +70.1% | +23.4% | +46.6% | +49.5% |
| 5Y | +53.7% | +76.9% | -23.2% | +13.7% |
| 10Y | +220.0% | +339.6% | -119.6% | +50.7% |
| All | +349.1% | +2,755.2% | -2,406.1% | -34.7% |
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