+470.6%
VTRS vs AZO
+41,743.6%
-41,273.1%
-88.7%
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% | +0.8% |
| 7D | -2.2% | -3.6% | +1.4% | -1.3% |
| 30D | +3.3% | -5.6% | +8.9% | +4.7% |
| 3M | +2.0% | -6.6% | +8.6% | +3.4% |
| 6M | +19.9% | -22.5% | +42.5% | +27.0% |
| YTD | +35.7% | -15.2% | +50.9% | +40.5% |
| 1Y | +68.1% | -33.9% | +102.0% | +84.2% |
| 3Y | +87.1% | +11.8% | +75.3% | +78.0% |
| 5Y | +47.6% | +85.5% | -37.9% | +22.7% |
| 10Y | -48.2% | +298.2% | -346.4% | -65.3% |
| All | +470.6% | +41,743.6% | -41,273.1% | +38.4% |
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