+2,770.9%
AVGO vs RVTY
+145.6%
+2,625.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.9% |
| 7D | +1.1% | -4.5% | +5.7% | +3.2% |
| 30D | -13.0% | +5.5% | -18.4% | -15.3% |
| 3M | -6.0% | +22.5% | -28.5% | -15.2% |
| 6M | +6.4% | +38.9% | -32.5% | -10.2% |
| YTD | +5.0% | +28.7% | -23.8% | -9.2% |
| 1Y | +1.4% | +45.5% | -44.1% | -17.6% |
| 3Y | +336.8% | +16.4% | +320.4% | +273.1% |
| 5Y | +698.2% | -32.7% | +730.9% | +805.5% |
| All | +2,770.9% | +145.6% | +2,625.3% | +1,386.7% |
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