+33.8%
VWO vs AZO
+85.8%
-51.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | -1.8% | -3.6% | +1.8% | -1.4% |
| 30D | -0.1% | -5.6% | +5.5% | +0.5% |
| 3M | +2.2% | -6.6% | +8.9% | +2.8% |
| 6M | +8.8% | -22.5% | +31.3% | +11.9% |
| YTD | +12.4% | -15.2% | +27.6% | +14.2% |
| 1Y | +15.6% | -33.9% | +49.5% | +21.4% |
| 3Y | +62.5% | +11.8% | +50.7% | +56.8% |
| All | +33.8% | +85.8% | -51.9% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling