-100.0%
AZIO price history and return analytics
+180.1%
-280.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | +8.5% | +2.4% | +6.2% | +6.9% |
| 30D | -44.1% | -1.5% | -42.6% | -43.5% |
| 3M | -64.4% | -4.1% | -60.3% | -63.3% |
| 6M | -76.0% | +0.6% | -76.6% | -76.1% |
| YTD | +55.7% | +11.0% | +44.7% | +44.8% |
| 1Y | -51.8% | +13.3% | -65.2% | -55.8% |
| 3Y | -96.3% | +73.4% | -169.7% | -97.4% |
| 5Y | -99.0% | +57.4% | -156.5% | -99.3% |
| All | -100.0% | +180.1% | -280.1% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling