+2,408.7%
AZO price history and return analytics
+368.9%
+2,039.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -3.6% | -1.1% | -2.5% | -3.0% |
| 30D | -5.6% | -1.0% | -4.6% | -5.1% |
| 3M | -6.6% | +3.2% | -9.8% | -8.5% |
| 6M | -22.5% | +12.5% | -35.0% | -27.8% |
| YTD | -15.2% | +14.1% | -29.2% | -21.6% |
| 1Y | -33.9% | +18.9% | -52.8% | -40.5% |
| 3Y | +11.8% | +74.1% | -62.3% | -20.0% |
| 5Y | +85.5% | +66.9% | +18.7% | +35.2% |
| 10Y | +298.2% | +228.3% | +69.9% | +98.3% |
| All | +2,408.7% | +368.9% | +2,039.8% | +951.8% |
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