+276.6%
AVGO vs VCIT
+19.5%
+257.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +6.1% | -0.5% | +6.6% | +6.6% |
| 30D | -2.7% | +1.0% | -3.7% | -4.1% |
| 3M | -16.9% | -1.4% | -15.5% | -15.5% |
| 6M | -19.1% | -2.1% | -17.1% | -17.0% |
| YTD | +0.3% | -1.8% | +2.1% | +2.6% |
| 1Y | -1.2% | -1.4% | +0.2% | +0.8% |
| All | +276.6% | +19.5% | +257.1% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling