+1,203.6%
AVGO vs RVMD
+622.3%
+581.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.1% | -3.0% | +4.1% | +1.7% |
| 30D | -13.0% | -0.7% | -12.3% | -13.0% |
| 3M | -6.0% | +36.5% | -42.5% | -11.0% |
| 6M | +6.4% | +104.6% | -98.2% | -7.6% |
| YTD | +5.0% | +155.8% | -150.9% | -13.5% |
| 1Y | +1.4% | +340.7% | -339.3% | -24.6% |
| 3Y | +336.8% | +519.9% | -183.1% | +192.4% |
| 5Y | +698.2% | +584.9% | +113.3% | +385.9% |
| All | +1,203.6% | +622.3% | +581.2% | +531.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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