+216.5%
AZN vs VSH
+196.4%
+20.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.8% | -0.3% |
| 7D | -1.6% | +4.8% | -6.3% | -2.0% |
| 30D | +1.1% | -0.7% | +1.8% | +1.0% |
| 3M | -12.1% | -43.1% | +30.9% | -7.7% |
| 6M | -17.1% | +91.8% | -108.9% | -27.0% |
| YTD | -12.0% | +131.6% | -143.6% | -24.6% |
| 1Y | -0.2% | +118.1% | -118.3% | -14.3% |
| 3Y | +26.8% | +40.9% | -14.1% | +13.3% |
| 5Y | +56.9% | +75.8% | -18.9% | +32.3% |
| All | +216.5% | +196.4% | +20.1% | +124.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling