-40.7%
AZTA price history and return analytics
+74.2%
-115.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +0.9% |
| 7D | -1.5% | -1.1% | -0.4% | +0.1% |
| 30D | -8.0% | -1.0% | -7.0% | -6.5% |
| 3M | +37.4% | +3.2% | +34.2% | +31.2% |
| 6M | +34.9% | +12.5% | +22.4% | +11.2% |
| YTD | -7.2% | +14.1% | -21.3% | -24.8% |
| 1Y | -1.2% | +18.9% | -20.1% | -24.5% |
| 3Y | -40.7% | +74.1% | -114.8% | -76.6% |
| All | -40.7% | +74.2% | -115.0% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling