+820.6%
VOO vs AZN
+453.1%
+367.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.8% | -1.6% | +0.8% | -0.3% |
| 30D | -1.1% | +1.1% | -2.1% | -1.5% |
| 3M | +3.9% | -12.1% | +16.0% | +7.4% |
| 6M | +13.6% | -17.1% | +30.8% | +19.4% |
| YTD | +12.7% | -12.0% | +24.7% | +15.9% |
| 1Y | +17.6% | -0.2% | +17.8% | +15.7% |
| 3Y | +77.3% | +26.8% | +50.5% | +58.5% |
| 5Y | +84.1% | +56.9% | +27.2% | +49.9% |
| 10Y | +323.5% | +226.7% | +96.8% | +155.8% |
| All | +820.6% | +453.1% | +367.5% | +282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 all: compounded portfolio wealth divided by compounded AZN 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…
all analysis · Full analysis span regression · 6 months rolling