+51.8%
AZ price history and return analytics
+82.3%
-30.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +2.1% |
| 7D | +6.0% | +0.4% | +5.7% | +6.0% |
| 30D | +12.5% | -2.6% | +15.1% | +17.2% |
| 3M | +4.3% | -3.2% | +7.6% | +10.1% |
| 6M | -9.1% | +0.9% | -10.0% | -9.0% |
| YTD | -0.3% | +11.3% | -11.6% | -11.3% |
| 1Y | +13.5% | +14.0% | -0.5% | -1.9% |
| 3Y | +89.5% | +75.8% | +13.6% | -5.2% |
| 5Y | -64.4% | +57.8% | -122.2% | -78.2% |
| All | +51.8% | +82.3% | -30.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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