+960.2%
VZ vs AZO
+46,994.3%
-46,034.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +0.9% | -2.6% | +3.6% | +1.4% |
| 30D | +8.9% | +11.7% | -2.8% | +6.7% |
| 3M | +0.1% | +6.4% | -6.3% | -1.2% |
| 6M | +1.9% | -5.5% | +7.4% | +2.6% |
| YTD | +22.0% | -4.5% | +26.6% | +22.2% |
| 1Y | +22.1% | -13.8% | +35.9% | +24.5% |
| 3Y | +58.7% | +19.8% | +38.9% | +51.6% |
| 5Y | +22.3% | +71.6% | -49.3% | +8.2% |
| 10Y | +71.6% | +331.5% | -259.9% | +25.1% |
| All | +960.2% | +46,994.3% | -46,034.1% | +301.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling