+1,232.7%
VST vs AZN
+216.5%
+1,016.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.1% |
| 7D | +5.3% | -2.9% | +8.2% | +6.1% |
| 30D | +5.8% | -3.1% | +8.8% | +6.5% |
| 3M | +3.5% | -14.4% | +17.9% | +7.1% |
| 6M | -7.4% | -19.5% | +12.1% | -2.7% |
| YTD | -6.1% | -13.8% | +7.7% | -3.2% |
| 1Y | -21.6% | -2.4% | -19.2% | -22.2% |
| 3Y | +357.2% | +21.3% | +335.9% | +320.8% |
| 5Y | +777.0% | +53.6% | +723.4% | +637.4% |
| All | +1,232.7% | +216.5% | +1,016.2% | +738.8% |
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