+25.9%
VZ vs AZN
+53.9%
-28.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.2% | +0.8% |
| 7D | +0.2% | -1.5% | +1.7% | +0.5% |
| 30D | +7.1% | -0.9% | +8.0% | +7.2% |
| 3M | +12.8% | -11.8% | +24.7% | +15.0% |
| 6M | +1.8% | -17.6% | +19.4% | +4.9% |
| YTD | +30.0% | -12.0% | +42.0% | +32.1% |
| 1Y | +24.3% | -0.9% | +25.2% | +23.2% |
| 3Y | +84.3% | +23.7% | +60.6% | +72.3% |
| 5Y | +25.9% | +54.5% | -28.6% | +12.9% |
| All | +25.9% | +53.9% | -28.0% | +12.9% |
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