+144.5%
AZZ price history and return analytics
+229.8%
-85.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | -2.1% | -1.1% | -1.0% | -0.8% |
| 30D | -9.5% | -1.0% | -8.5% | -8.4% |
| 3M | -8.6% | +3.2% | -11.7% | -11.7% |
| 6M | +9.2% | +12.5% | -3.3% | -4.6% |
| YTD | +28.5% | +14.1% | +14.4% | +10.4% |
| 1Y | +15.4% | +18.9% | -3.5% | -5.4% |
| 3Y | +202.8% | +74.1% | +128.8% | +63.3% |
| 5Y | +180.7% | +66.9% | +113.9% | +58.1% |
| All | +144.5% | +229.8% | -85.2% | -34.7% |
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