+950.8%
VTI vs AZO
+7,654.0%
-6,703.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -3.6% | +2.7% | +0.3% |
| 30D | -1.4% | -5.6% | +4.1% | +0.4% |
| 3M | +3.6% | -6.6% | +10.2% | +5.4% |
| 6M | +13.6% | -22.5% | +36.1% | +22.6% |
| YTD | +12.9% | -15.2% | +28.1% | +17.6% |
| 1Y | +17.2% | -33.9% | +51.2% | +32.5% |
| 3Y | +75.7% | +11.8% | +63.9% | +62.5% |
| 5Y | +75.4% | +85.5% | -10.1% | +33.1% |
| 10Y | +303.3% | +298.2% | +5.1% | +123.2% |
| All | +950.8% | +7,654.0% | -6,703.3% | +119.5% |
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