+22.9%
VTV vs AZO
-32.5%
+55.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -1.1% | -3.6% | +2.5% | -0.9% |
| 30D | -1.0% | -5.6% | +4.5% | -0.7% |
| 3M | +4.6% | -6.6% | +11.3% | +5.0% |
| 6M | +13.5% | -22.5% | +36.0% | +15.5% |
| YTD | +18.5% | -15.2% | +33.7% | +20.4% |
| 1Y | +22.9% | -33.9% | +56.8% | +26.2% |
| All | +22.9% | -32.5% | +55.4% | +26.2% |
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