+75.0%
VTI vs AZO
+85.8%
-10.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -3.6% | +2.7% | -0.1% |
| 30D | -1.4% | -5.6% | +4.1% | -0.3% |
| 3M | +3.6% | -6.6% | +10.2% | +4.8% |
| 6M | +13.6% | -22.5% | +36.1% | +19.7% |
| YTD | +12.9% | -15.2% | +28.1% | +16.0% |
| 1Y | +17.2% | -33.9% | +51.2% | +28.2% |
| 3Y | +75.7% | +11.8% | +63.9% | +62.2% |
| All | +75.0% | +85.8% | -10.7% | +33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling