+573.1%
VRT vs AZN
+25.4%
+547.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.9% | -7.7% | -9.3% |
| 7D | +2.4% | -2.9% | +5.3% | +2.9% |
| 30D | -2.7% | -3.1% | +0.4% | -2.3% |
| 3M | -9.2% | -14.4% | +5.3% | -7.2% |
| 6M | -0.5% | -19.5% | +19.0% | +3.5% |
| YTD | +62.3% | -13.8% | +76.1% | +66.8% |
| 1Y | +109.6% | -2.4% | +111.9% | +110.1% |
| All | +573.1% | +25.4% | +547.6% | +568.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling