+954.7%
VZ vs AZO
+47,313.8%
-46,359.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.5% | +1.3% | +0.1% | +1.2% |
| 30D | +4.4% | +12.0% | -7.6% | +2.2% |
| 3M | -2.4% | +7.2% | -9.6% | -3.7% |
| 6M | +1.4% | -3.2% | +4.6% | +1.6% |
| YTD | +21.4% | -3.9% | +25.3% | +21.4% |
| 1Y | +20.3% | -14.7% | +34.9% | +22.9% |
| 3Y | +57.4% | +20.4% | +37.0% | +50.2% |
| 5Y | +21.9% | +72.8% | -50.9% | +7.8% |
| 10Y | +70.7% | +334.4% | -263.7% | +24.3% |
| All | +954.7% | +47,313.8% | -46,359.1% | +299.2% |
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