+216.5%
AZN vs VWO
+117.1%
+99.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -1.6% | -1.8% | +0.2% | -0.8% |
| 30D | +1.1% | -0.1% | +1.2% | +1.1% |
| 3M | -12.1% | +2.2% | -14.4% | -13.3% |
| 6M | -17.1% | +8.8% | -25.9% | -20.7% |
| YTD | -12.0% | +12.4% | -24.4% | -17.0% |
| 1Y | -0.2% | +15.6% | -15.8% | -7.2% |
| 3Y | +26.8% | +62.5% | -35.7% | +0.3% |
| 5Y | +56.9% | +34.3% | +22.6% | +33.7% |
| All | +216.5% | +117.1% | +99.4% | +108.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling