+826.7%
VZ vs AZN
+5,140.4%
-4,313.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.9% | -1.3% | +2.3% | +1.2% |
| 30D | +6.9% | +18.3% | -11.4% | +2.9% |
| 3M | +0.6% | +16.3% | -15.7% | -2.9% |
| 6M | +0.3% | -0.1% | +0.4% | -0.2% |
| YTD | +21.9% | +1.3% | +20.6% | +20.5% |
| 1Y | +21.7% | +6.2% | +15.4% | +18.9% |
| 3Y | +58.5% | +53.9% | +4.6% | +40.4% |
| 5Y | +22.4% | +72.8% | -50.4% | +4.4% |
| 10Y | +71.4% | +332.8% | -261.4% | +13.1% |
| All | +826.7% | +5,140.4% | -4,313.7% | +347.9% |
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 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