+216.5%
AZN vs VUG
+424.7%
-208.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -1.6% | -0.5% | -1.1% | -1.4% |
| 30D | +1.1% | -1.0% | +2.0% | +1.4% |
| 3M | -12.1% | +3.5% | -15.7% | -13.6% |
| 6M | -17.1% | +14.2% | -31.3% | -21.7% |
| YTD | -12.0% | +8.5% | -20.5% | -15.2% |
| 1Y | -0.2% | +12.9% | -13.1% | -5.5% |
| 3Y | +26.8% | +85.6% | -58.9% | -4.2% |
| 5Y | +56.9% | +78.1% | -21.2% | +18.2% |
| All | +216.5% | +424.7% | -208.2% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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