+27.9%
VTV vs AZO
-7.5%
+35.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +1.2% |
| 7D | +1.8% | +5.3% | -3.6% | +1.3% |
| 30D | +6.0% | +18.4% | -12.5% | +4.6% |
| 3M | +3.7% | +9.8% | -6.2% | +2.8% |
| 6M | +13.9% | -4.5% | +18.4% | +14.6% |
| YTD | +22.8% | -1.9% | +24.7% | +23.6% |
| 1Y | +27.9% | -9.5% | +37.4% | +29.5% |
| All | +27.9% | -7.5% | +35.3% | +29.5% |
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 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