+2,584.7%
AVGO vs RVTY
+219.6%
+2,365.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.2% |
| 7D | +6.1% | -0.7% | +6.8% | +6.6% |
| 30D | -2.7% | +1.7% | -4.4% | -3.2% |
| 3M | -16.9% | +36.8% | -53.7% | -28.1% |
| 6M | -19.1% | +60.1% | -79.2% | -35.6% |
| YTD | +0.3% | +64.0% | -63.7% | -22.3% |
| 1Y | -1.2% | +68.2% | -69.4% | -24.4% |
| 3Y | +272.4% | +88.8% | +183.7% | +152.7% |
| 5Y | +579.0% | -10.5% | +589.6% | +573.6% |
| 10Y | +2,584.7% | +219.7% | +2,365.0% | +1,097.7% |
| All | +2,584.7% | +219.6% | +2,365.2% | +1,097.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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