+147.3%
VXUS vs AZO
+296.8%
-149.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.4% | -3.6% | +2.1% | -0.6% |
| 30D | -0.5% | -5.6% | +5.1% | +0.8% |
| 3M | +2.6% | -6.6% | +9.2% | +3.7% |
| 6M | +10.9% | -22.5% | +33.4% | +16.9% |
| YTD | +16.1% | -15.2% | +31.3% | +19.5% |
| 1Y | +22.3% | -33.9% | +56.2% | +33.5% |
| 3Y | +72.0% | +11.8% | +60.2% | +62.3% |
| 5Y | +54.1% | +85.5% | -31.4% | +24.4% |
| All | +147.3% | +296.8% | -149.5% | +68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling