+57.7%
AZN vs VSAT
+51.7%
+6.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -1.6% | -1.3% | -0.2% | -1.5% |
| 30D | +1.1% | -14.8% | +15.9% | +1.7% |
| 3M | -12.1% | +2.2% | -14.3% | -12.6% |
| 6M | -17.1% | +60.2% | -77.3% | -19.5% |
| YTD | -12.0% | +115.6% | -127.6% | -15.8% |
| 1Y | -0.2% | +132.9% | -133.1% | -5.1% |
| 3Y | +26.8% | +216.1% | -189.3% | +14.9% |
| All | +57.7% | +51.7% | +6.1% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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