+359.1%
VST vs AZN
+23.5%
+335.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.3% | +1.8% |
| 7D | +9.9% | -1.5% | +11.4% | +10.1% |
| 30D | +7.9% | -0.9% | +8.8% | +8.0% |
| 3M | +3.4% | -11.8% | +15.3% | +5.0% |
| 6M | -4.1% | -17.6% | +13.5% | -1.3% |
| YTD | -5.7% | -12.0% | +6.4% | -4.1% |
| 1Y | -18.9% | -0.9% | -18.0% | -19.3% |
| 3Y | +359.1% | +23.7% | +335.4% | +331.0% |
| All | +359.1% | +23.5% | +335.6% | +331.0% |
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