-17.1%
AZN vs VGT
+31.8%
-49.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.6% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | +1.1% | -0.4% | +1.5% | +1.0% |
| 3M | -12.1% | +4.4% | -16.6% | -11.3% |
| 6M | -17.1% | +32.1% | -49.2% | -22.2% |
| All | -17.1% | +31.8% | -49.0% | -22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling