+1,164.9%
VST vs AZN
+339.5%
+825.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.1% |
| 7D | +6.6% | -1.1% | +7.6% | +6.9% |
| 30D | -12.4% | +13.8% | -26.2% | -15.4% |
| 3M | -9.0% | +17.3% | -26.3% | -13.0% |
| 6M | -6.4% | -1.7% | -4.7% | -6.8% |
| YTD | -17.2% | +1.4% | -18.6% | -18.3% |
| 1Y | -22.0% | +5.2% | -27.2% | -23.9% |
| 3Y | +296.7% | +52.6% | +244.0% | +241.9% |
| 5Y | +637.6% | +72.9% | +564.7% | +500.7% |
| All | +1,164.9% | +339.5% | +825.4% | +715.7% |
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