-99.9%
AZI price history and return analytics
+41.7%
-141.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +1.7% |
| 7D | +0.8% | -1.1% | +1.9% | +1.8% |
| 30D | -1.6% | -1.0% | -0.6% | -0.5% |
| 3M | -19.4% | +3.2% | -22.5% | -20.8% |
| 6M | -77.7% | +12.5% | -90.2% | -79.5% |
| YTD | -96.0% | +14.1% | -110.1% | -96.3% |
| 1Y | -98.7% | +18.9% | -117.6% | -98.8% |
| All | -99.9% | +41.7% | -141.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling