+216.5%
AZN vs VGT
+820.0%
-603.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | 0.0% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | +1.1% | -0.4% | +1.5% | +1.1% |
| 3M | -12.1% | +4.4% | -16.6% | -13.7% |
| 6M | -17.1% | +32.1% | -49.2% | -24.8% |
| YTD | -12.0% | +28.8% | -40.8% | -19.6% |
| 1Y | -0.2% | +35.3% | -35.6% | -10.5% |
| 3Y | +26.8% | +124.8% | -98.0% | -6.8% |
| 5Y | +56.9% | +137.9% | -81.0% | +10.0% |
| All | +216.5% | +820.0% | -603.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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