+26.4%
AZN vs VUG
+84.5%
-58.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | -3.1% | -1.9% | -1.2% | -2.8% |
| 30D | +0.6% | -1.6% | +2.1% | +0.8% |
| 3M | -10.8% | +4.4% | -15.2% | -11.7% |
| 6M | -18.1% | +13.2% | -31.3% | -20.4% |
| YTD | -12.3% | +7.5% | -19.8% | -13.8% |
| 1Y | -0.2% | +12.5% | -12.7% | -2.9% |
| All | +26.4% | +84.5% | -58.2% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling