+89.7%
VTRS vs AZO
-7.5%
+97.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +0.7% |
| 7D | +2.4% | +5.3% | -2.9% | +1.1% |
| 30D | +9.1% | +18.4% | -9.4% | +4.7% |
| 3M | +9.4% | +9.8% | -0.4% | +6.8% |
| 6M | +28.3% | -4.5% | +32.8% | +29.6% |
| YTD | +58.0% | -1.9% | +60.0% | +62.8% |
| 1Y | +89.7% | -9.5% | +99.2% | +93.2% |
| All | +89.7% | -7.5% | +97.2% | +93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling