+216.5%
AZN vs VXUS
+151.1%
+65.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.3% |
| 7D | -1.6% | -1.4% | -0.1% | -0.7% |
| 30D | +1.1% | -0.5% | +1.5% | +1.3% |
| 3M | -12.1% | +2.6% | -14.7% | -13.8% |
| 6M | -17.1% | +10.9% | -28.0% | -22.8% |
| YTD | -12.0% | +16.1% | -28.1% | -20.5% |
| 1Y | -0.2% | +22.3% | -22.5% | -12.7% |
| 3Y | +26.8% | +72.0% | -45.2% | -10.8% |
| 5Y | +56.9% | +54.1% | +2.8% | +16.7% |
| All | +216.5% | +151.1% | +65.4% | +68.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling