+54.5%
AZN vs VCIT
+3.7%
+50.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -0.9% | -0.8% | -0.1% | -0.2% |
| 3M | -11.8% | -0.5% | -11.3% | -11.4% |
| 6M | -17.6% | -1.4% | -16.2% | -16.5% |
| YTD | -12.0% | -0.8% | -11.3% | -11.3% |
| 1Y | -0.9% | +0.3% | -1.2% | -0.9% |
| 3Y | +23.7% | +19.2% | +4.4% | +10.2% |
| 5Y | +54.5% | +3.6% | +51.0% | +32.5% |
| All | +54.5% | +3.7% | +50.9% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling