-34.9%
VST vs AZN
+18.4%
-53.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.8% | -16.6% | -13.6% |
| 7D | -15.7% | +11.5% | -27.2% | -15.2% |
| 30D | -17.0% | +20.8% | -37.7% | -16.5% |
| 3M | -15.9% | +21.5% | -37.3% | -15.4% |
| 6M | -25.0% | +3.0% | -28.0% | -23.8% |
| YTD | -25.1% | +3.9% | -29.0% | -23.3% |
| 1Y | -34.9% | +16.4% | -51.3% | -29.2% |
| All | -34.9% | +18.4% | -53.3% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling