+0.5%
AZN vs VWO
+23.1%
-22.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | 0.0% | +1.1% | -1.1% | -0.2% |
| 30D | +0.7% | +2.4% | -1.6% | +0.3% |
| 3M | -10.5% | +2.0% | -12.5% | -10.9% |
| 6M | -19.3% | +10.7% | -29.9% | -22.3% |
| YTD | -10.6% | +14.4% | -25.0% | -14.5% |
| 1Y | +0.5% | +22.7% | -22.2% | -13.3% |
| All | +0.5% | +23.1% | -22.6% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling