+653.7%
AZN vs VGT
+2,251.7%
-1,597.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +2.2% |
| 7D | -3.1% | -1.0% | -2.1% | -2.7% |
| 30D | +0.6% | -0.4% | +1.0% | +0.6% |
| 3M | -10.8% | +6.6% | -17.4% | -14.0% |
| 6M | -18.1% | +31.0% | -49.2% | -28.5% |
| YTD | -12.3% | +27.2% | -39.5% | -22.5% |
| 1Y | -0.2% | +34.5% | -34.6% | -14.3% |
| 3Y | +23.4% | +123.1% | -99.8% | -19.2% |
| 5Y | +56.4% | +135.1% | -78.7% | -3.6% |
| 10Y | +225.7% | +803.4% | -577.7% | -9.9% |
| All | +653.7% | +2,251.7% | -1,597.9% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling