+26.1%
AZN vs VCIT
+19.6%
+6.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | 0.0% | -0.3% | +0.3% | +0.4% |
| 30D | +0.7% | -0.8% | +1.5% | +1.7% |
| 3M | -10.5% | -1.0% | -9.5% | -9.4% |
| 6M | -19.3% | -1.8% | -17.4% | -17.4% |
| YTD | -10.6% | -0.7% | -9.9% | -9.7% |
| 1Y | +0.5% | +1.0% | -0.5% | -0.2% |
| All | +26.1% | +19.6% | +6.5% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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