-99.0%
AZIO price history and return analytics
+57.4%
-156.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +2.6% | +11.6% | +11.8% |
| 7D | -16.7% | +0.4% | -17.1% | -17.2% |
| 30D | -42.4% | -2.6% | -39.8% | -41.1% |
| 3M | -59.4% | -3.2% | -56.2% | -58.3% |
| 6M | -71.3% | +0.9% | -72.3% | -71.6% |
| YTD | +63.8% | +11.3% | +52.5% | +49.9% |
| 1Y | -51.8% | +14.0% | -65.8% | -56.6% |
| 3Y | -94.3% | +75.8% | -170.1% | -96.2% |
| 5Y | -99.0% | +57.8% | -156.8% | -99.3% |
| All | -99.0% | +57.4% | -156.4% | -99.3% |
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