+84.3%
VZ vs AZO
+14.4%
+69.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | +7.1% | -5.6% | +12.7% | +8.3% |
| 3M | +12.8% | -4.0% | +16.8% | +13.5% |
| 6M | +1.8% | -18.9% | +20.7% | +5.5% |
| YTD | +30.0% | -13.0% | +43.0% | +32.0% |
| 1Y | +24.3% | -30.4% | +54.7% | +33.2% |
| 3Y | +84.3% | +12.7% | +71.6% | +82.7% |
| All | +84.3% | +14.4% | +69.9% | +82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling