+216.5%
AZN vs VO
+200.3%
+16.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -1.6% | -1.5% | 0.0% | -0.8% |
| 30D | +1.1% | -3.0% | +4.1% | +2.5% |
| 3M | -12.1% | +2.8% | -15.0% | -13.4% |
| 6M | -17.1% | +10.9% | -28.1% | -21.3% |
| YTD | -12.0% | +12.5% | -24.4% | -17.0% |
| 1Y | -0.2% | +12.0% | -12.2% | -5.7% |
| 3Y | +26.8% | +56.3% | -29.5% | +1.3% |
| 5Y | +56.9% | +42.9% | +13.9% | +28.8% |
| All | +216.5% | +200.3% | +16.3% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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