+1,058.9%
VST vs AZN
+276.6%
+782.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.7% |
| 7D | -6.0% | +1.6% | -7.6% | -6.4% |
| 30D | -18.8% | +17.3% | -36.1% | -22.1% |
| 3M | -8.0% | +15.3% | -23.4% | -11.6% |
| 6M | -10.9% | +2.1% | -13.1% | -12.2% |
| YTD | -18.3% | +2.6% | -21.0% | -19.7% |
| 1Y | -29.9% | +7.9% | -37.8% | -32.1% |
| 3Y | +290.3% | +55.8% | +234.5% | +235.7% |
| 5Y | +635.3% | +63.0% | +572.3% | +512.9% |
| 10Y | +1,162.4% | +343.2% | +819.2% | +728.2% |
| All | +1,058.9% | +276.6% | +782.3% | +596.4% |
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