+1,216.9%
VST vs AZN
+228.1%
+988.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.8% |
| 7D | +8.9% | 0.0% | +8.9% | +8.9% |
| 30D | +6.2% | +0.7% | +5.5% | +5.9% |
| 3M | -2.7% | -10.5% | +7.8% | -0.5% |
| 6M | -8.4% | -19.3% | +10.9% | -3.7% |
| YTD | -7.2% | -10.6% | +3.4% | -5.2% |
| 1Y | -20.9% | +0.5% | -21.4% | -22.0% |
| 3Y | +384.0% | +25.9% | +358.1% | +341.3% |
| 5Y | +757.1% | +52.4% | +704.7% | +624.3% |
| All | +1,216.9% | +228.1% | +988.7% | +721.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling