+16.4%
AZN vs VSH
+62.1%
-45.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.1% | +7.9% | +2.4% |
| 7D | +11.5% | -13.6% | +25.1% | +10.5% |
| 30D | +20.8% | -30.4% | +51.1% | +18.6% |
| 3M | +21.5% | -33.3% | +54.7% | +19.5% |
| 6M | +3.0% | -15.1% | +18.1% | -3.8% |
| YTD | +3.9% | +80.2% | -76.3% | -11.0% |
| 1Y | +16.4% | +63.4% | -47.0% | +0.3% |
| All | +16.4% | +62.1% | -45.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling