+37.8%
AZN vs VG
-44.1%
+81.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -0.5% |
| 7D | -1.3% | +15.1% | -16.4% | -1.0% |
| 30D | +18.3% | -4.2% | +22.5% | +18.3% |
| 3M | +16.3% | -3.1% | +19.4% | +16.4% |
| 6M | -0.1% | +0.3% | -0.4% | +0.1% |
| YTD | +1.3% | +95.5% | -94.1% | 0.0% |
| 1Y | +6.2% | +64.4% | -58.2% | +5.3% |
| All | +37.8% | -44.1% | +81.8% | +30.1% |
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