+333.5%
AZTA price history and return analytics
+368.8%
-35.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.3% |
| 7D | -5.0% | -0.1% | -4.8% | -4.8% |
| 30D | -9.5% | -0.7% | -8.9% | -8.6% |
| 3M | +32.7% | +4.0% | +28.7% | +25.5% |
| 6M | +30.4% | +12.3% | +18.1% | +9.9% |
| YTD | -9.4% | +14.0% | -23.4% | -24.9% |
| 1Y | +2.4% | +20.3% | -17.9% | -20.7% |
| 3Y | -42.2% | +75.4% | -117.6% | -73.0% |
| 5Y | -66.7% | +66.0% | -132.7% | -82.6% |
| 10Y | +159.4% | +228.2% | -68.8% | -38.2% |
| All | +333.5% | +368.8% | -35.3% | -32.8% |
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