+654.5%
VST vs AZN
+65.8%
+588.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +7.1% |
| 7D | -0.5% | +1.5% | -2.0% | -0.8% |
| 30D | -17.1% | +19.0% | -36.0% | -19.6% |
| 3M | -4.6% | +17.3% | -21.9% | -7.3% |
| 6M | -9.1% | +3.6% | -12.6% | -9.9% |
| YTD | -16.6% | +4.1% | -20.7% | -17.5% |
| 1Y | -29.5% | +13.1% | -42.6% | -31.5% |
| 3Y | +297.5% | +55.8% | +241.8% | +253.6% |
| 5Y | +654.5% | +66.5% | +588.1% | +558.7% |
| All | +654.5% | +65.8% | +588.7% | +558.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling