+26.4%
AZN vs VO
+54.6%
-28.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | -3.1% | -2.5% | -0.6% | -2.0% |
| 30D | +0.6% | -3.2% | +3.8% | +2.0% |
| 3M | -10.8% | +3.9% | -14.7% | -12.6% |
| 6M | -18.1% | +9.6% | -27.8% | -21.9% |
| YTD | -12.3% | +11.6% | -23.9% | -17.0% |
| 1Y | -0.2% | +12.6% | -12.8% | -6.0% |
| All | +26.4% | +54.6% | -28.3% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling