+62.8%
VZ vs AZN
+222.4%
-159.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.2% |
| 7D | -1.2% | -3.1% | +1.9% | -0.7% |
| 30D | +5.7% | +0.6% | +5.2% | +5.6% |
| 3M | +8.2% | -10.8% | +19.0% | +10.1% |
| 6M | +1.7% | -18.1% | +19.9% | +4.8% |
| YTD | +28.9% | -12.3% | +41.1% | +30.9% |
| 1Y | +22.7% | -0.2% | +22.9% | +21.8% |
| 3Y | +82.7% | +23.4% | +59.3% | +73.2% |
| 5Y | +26.4% | +56.4% | -30.0% | +14.5% |
| All | +62.8% | +222.4% | -159.6% | +41.8% |
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