+1,476.2%
VTR vs AZO
+11,236.9%
-9,760.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.3% | -3.6% | +3.3% | +0.9% |
| 30D | +1.1% | -5.6% | +6.7% | +2.9% |
| 3M | +7.9% | -6.6% | +14.5% | +10.1% |
| 6M | +6.2% | -22.5% | +28.7% | +14.5% |
| YTD | +17.7% | -15.2% | +32.9% | +22.7% |
| 1Y | +32.9% | -33.9% | +66.8% | +50.2% |
| 3Y | +129.7% | +11.8% | +117.9% | +114.3% |
| 5Y | +89.3% | +85.5% | +3.8% | +45.0% |
| 10Y | +99.1% | +298.2% | -199.1% | +17.4% |
| All | +1,476.2% | +11,236.9% | -9,760.8% | +279.3% |
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