+882.9%
VZ vs AZN
+4,524.2%
-3,641.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +7.9% | +0.7% | +7.2% | +7.7% |
| 3M | +13.6% | -10.5% | +24.2% | +16.2% |
| 6M | +1.1% | -19.3% | +20.4% | +5.6% |
| YTD | +29.3% | -10.6% | +39.9% | +31.6% |
| 1Y | +21.2% | +0.5% | +20.7% | +19.8% |
| 3Y | +75.9% | +25.9% | +50.0% | +63.3% |
| 5Y | +24.1% | +52.4% | -28.3% | +8.8% |
| 10Y | +62.4% | +220.8% | -158.4% | +15.2% |
| All | +882.9% | +4,524.2% | -3,641.3% | +389.5% |
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