+129.7%
VTR vs AZO
+10.0%
+119.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.3% | -3.6% | +3.3% | +0.3% |
| 30D | +1.1% | -5.6% | +6.7% | +2.1% |
| 3M | +7.9% | -6.6% | +14.5% | +9.0% |
| 6M | +6.2% | -22.5% | +28.7% | +10.3% |
| YTD | +17.7% | -15.2% | +32.9% | +19.7% |
| 1Y | +32.9% | -33.9% | +66.8% | +42.1% |
| 3Y | +129.7% | +11.8% | +117.9% | +119.0% |
| All | +129.7% | +10.0% | +119.6% | +119.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling