+45.9%
AZN vs VLTO
+55.4%
-9.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -1.3% | +0.8% | -2.1% | -1.5% |
| 30D | +18.3% | +18.7% | -0.4% | +12.9% |
| 3M | +16.3% | +21.7% | -5.4% | +10.3% |
| 6M | -0.1% | +35.8% | -35.9% | -8.0% |
| YTD | +1.3% | +18.3% | -16.9% | -3.5% |
| 1Y | +6.2% | +20.9% | -14.7% | +0.5% |
| 3Y | +53.9% | +68.8% | -15.0% | +34.9% |
| All | +45.9% | +55.4% | -9.5% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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