+64.9%
VZ vs AZO
+296.8%
-231.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +0.9% | -3.6% | +4.5% | +1.7% |
| 30D | +7.7% | -5.6% | +13.3% | +9.0% |
| 3M | +9.7% | -6.6% | +16.3% | +11.0% |
| 6M | +3.1% | -22.5% | +25.6% | +8.1% |
| YTD | +30.5% | -15.2% | +45.7% | +33.9% |
| 1Y | +22.5% | -33.9% | +56.4% | +32.4% |
| 3Y | +82.4% | +11.8% | +70.6% | +75.8% |
| 5Y | +28.0% | +85.5% | -57.5% | +9.2% |
| All | +64.9% | +296.8% | -231.9% | +19.4% |
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 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