+17.3%
AZN vs VG
-35.7%
+52.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.8% | -5.7% | -1.9% |
| 7D | -2.9% | +3.8% | -6.7% | -2.9% |
| 30D | -3.1% | +7.2% | -10.3% | -3.0% |
| 3M | -14.4% | +22.8% | -37.2% | -14.2% |
| 6M | -19.5% | +33.2% | -52.7% | -19.5% |
| YTD | -13.8% | +124.8% | -138.6% | -14.8% |
| 1Y | -2.4% | +15.8% | -18.2% | -1.8% |
| All | +17.3% | -35.7% | +52.9% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 10y: compounded portfolio wealth divided by compounded VG 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…
10y analysis · Full analysis span regression · 6 months rolling