+2,486.9%
VRT vs AZN
+155.4%
+2,331.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | -8.4% | -1.6% | -6.8% | -8.0% |
| 30D | -10.9% | +1.1% | -11.9% | -11.3% |
| 3M | -13.7% | -12.1% | -1.6% | -11.3% |
| 6M | -4.1% | -17.1% | +13.0% | +0.4% |
| YTD | +58.7% | -12.0% | +70.7% | +63.4% |
| 1Y | +89.6% | -0.2% | +89.8% | +87.4% |
| 3Y | +558.1% | +26.8% | +531.4% | +490.3% |
| 5Y | +953.0% | +56.9% | +896.1% | +755.8% |
| All | +2,486.9% | +155.4% | +2,331.4% | +1,750.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling