+31,416.6%
AVGO vs V
+2,378.2%
+29,038.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -3.0% | -1.7% | -1.2% | -2.0% |
| 30D | -14.4% | +2.0% | -16.4% | -15.7% |
| 3M | -14.4% | +17.4% | -31.8% | -23.2% |
| 6M | +13.1% | +17.5% | -4.4% | +0.6% |
| YTD | +3.8% | +7.6% | -3.8% | -3.0% |
| 1Y | +17.8% | +7.7% | +10.1% | +8.9% |
| 3Y | +325.3% | +54.7% | +270.6% | +210.6% |
| 5Y | +689.9% | +73.0% | +616.9% | +429.4% |
| 10Y | +2,597.0% | +390.9% | +2,206.2% | +892.2% |
| All | +31,416.6% | +2,378.2% | +29,038.4% | +5,286.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling