+0.5%
AZN vs VXUS
+28.0%
-27.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | 0.0% | +1.0% | -1.0% | -0.3% |
| 30D | +0.7% | +2.2% | -1.5% | 0.0% |
| 3M | -10.5% | +3.0% | -13.5% | -11.6% |
| 6M | -19.3% | +10.7% | -29.9% | -23.3% |
| YTD | -10.6% | +17.8% | -28.4% | -18.6% |
| 1Y | +0.5% | +27.6% | -27.1% | -19.3% |
| All | +0.5% | +28.0% | -27.5% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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