+1,023.3%
VZ vs AZO
+43,293.3%
-42,270.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +7.9% | -2.7% | +10.6% | +8.4% |
| 3M | +13.6% | -3.2% | +16.9% | +14.2% |
| 6M | +1.1% | -19.7% | +20.8% | +4.8% |
| YTD | +29.3% | -12.0% | +41.3% | +31.6% |
| 1Y | +21.2% | -29.5% | +50.8% | +28.4% |
| 3Y | +75.9% | +17.3% | +58.6% | +68.7% |
| 5Y | +24.1% | +94.1% | -70.0% | +7.4% |
| 10Y | +62.4% | +303.3% | -240.9% | +20.0% |
| All | +1,023.3% | +43,293.3% | -42,270.0% | +332.6% |
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