+822.9%
VZ vs AZN
+5,142.4%
-4,319.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -1.1% | +2.5% | +1.7% |
| 30D | +4.4% | +13.8% | -9.5% | +1.3% |
| 3M | -2.4% | +17.3% | -19.7% | -6.0% |
| 6M | +1.4% | -1.7% | +3.2% | +1.3% |
| YTD | +21.4% | +1.4% | +20.0% | +20.0% |
| 1Y | +20.3% | +5.2% | +15.1% | +17.8% |
| 3Y | +57.4% | +52.6% | +4.7% | +39.7% |
| 5Y | +21.9% | +72.9% | -50.9% | +4.0% |
| 10Y | +70.7% | +333.0% | -262.3% | +12.6% |
| All | +822.9% | +5,142.4% | -4,319.4% | +346.1% |
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