+26.8%
AZN vs VSH
+42.0%
-15.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.8% | +0.2% |
| 7D | -1.6% | +4.8% | -6.3% | -1.6% |
| 30D | +1.1% | -0.7% | +1.8% | +1.0% |
| 3M | -12.1% | -43.1% | +30.9% | -10.3% |
| 6M | -17.1% | +91.8% | -108.9% | -24.0% |
| YTD | -12.0% | +131.6% | -143.6% | -20.7% |
| 1Y | -0.2% | +118.1% | -118.3% | -10.0% |
| 3Y | +26.8% | +40.9% | -14.1% | +16.2% |
| All | +26.8% | +42.0% | -15.3% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling