+377.4%
VT vs AZO
+2,548.3%
-2,170.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | +1.0% | -2.7% | +3.7% | +1.9% |
| 3M | +2.4% | -3.2% | +5.6% | +2.9% |
| 6M | +12.0% | -19.7% | +31.7% | +20.1% |
| YTD | +15.3% | -12.0% | +27.4% | +19.0% |
| 1Y | +22.6% | -29.5% | +52.1% | +36.9% |
| 3Y | +74.7% | +17.3% | +57.3% | +56.5% |
| 5Y | +66.1% | +94.1% | -27.9% | +17.8% |
| 10Y | +225.0% | +303.3% | -78.3% | +58.5% |
| All | +377.4% | +2,548.3% | -2,170.8% | -28.5% |
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