+649.6%
AZN price history and return analytics
+371.8%
+277.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -1.5% | +1.0% | -2.5% | -2.1% |
| 30D | -0.9% | -0.2% | -0.6% | -0.7% |
| 3M | -11.8% | +4.5% | -16.4% | -14.5% |
| 6M | -17.6% | +14.1% | -31.7% | -24.5% |
| YTD | -12.0% | +14.8% | -26.8% | -19.7% |
| 1Y | -0.9% | +21.2% | -22.1% | -12.6% |
| 3Y | +23.7% | +76.6% | -52.9% | -14.6% |
| 5Y | +54.5% | +66.6% | -12.1% | +9.3% |
| 10Y | +218.2% | +222.3% | -4.1% | +43.9% |
| All | +649.6% | +371.8% | +277.8% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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