+13.1%
AVGO vs V
+17.1%
-4.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | -0.2% |
| 7D | -3.0% | -1.7% | -1.2% | -3.7% |
| 30D | -14.4% | +2.0% | -16.4% | -13.6% |
| 3M | -14.4% | +17.4% | -31.8% | -9.2% |
| 6M | +13.1% | +17.5% | -4.4% | +20.6% |
| All | +13.1% | +17.1% | -4.0% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 6mo: compounded portfolio wealth divided by compounded V 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…
6mo analysis · Full analysis span regression · 6 months rolling