+478.6%
AZN vs VXUS
+176.5%
+302.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | -3.1% | +0.7% | -3.7% | -3.5% |
| 3M | -14.4% | +4.8% | -19.2% | -17.3% |
| 6M | -19.5% | +11.3% | -30.8% | -25.5% |
| YTD | -13.8% | +16.5% | -30.3% | -22.6% |
| 1Y | -2.4% | +24.3% | -26.7% | -16.1% |
| 3Y | +21.3% | +74.5% | -53.2% | -17.1% |
| 5Y | +53.6% | +54.3% | -0.7% | +12.7% |
| 10Y | +220.1% | +150.1% | +70.0% | +64.8% |
| All | +478.6% | +176.5% | +302.1% | +171.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling