+57.2%
AZN vs VO
+41.0%
+16.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | -3.1% | -2.5% | -0.6% | -2.1% |
| 30D | +0.6% | -3.2% | +3.8% | +1.9% |
| 3M | -10.8% | +3.9% | -14.7% | -12.4% |
| 6M | -18.1% | +9.6% | -27.8% | -21.5% |
| YTD | -12.3% | +11.6% | -23.9% | -16.5% |
| 1Y | -0.2% | +12.6% | -12.8% | -5.4% |
| 3Y | +23.4% | +55.4% | -32.0% | +1.4% |
| All | +57.2% | +41.0% | +16.2% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling