+25.3%
VZ vs AZO
+86.9%
-61.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | 0.0% | -1.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | +5.8% | -5.1% | +10.9% | +6.7% |
| 3M | +10.5% | -7.2% | +17.7% | +11.8% |
| 6M | +1.8% | -20.7% | +22.5% | +5.7% |
| YTD | +28.3% | -14.2% | +42.4% | +30.8% |
| 1Y | +22.0% | -32.2% | +54.1% | +30.1% |
| 3Y | +81.8% | +11.1% | +70.7% | +78.0% |
| 5Y | +25.3% | +87.6% | -62.2% | +14.1% |
| All | +25.3% | +86.9% | -61.6% | +14.1% |
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