+579.0%
AVGO vs VCIT
+4.3%
+574.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.5% | -4.1% | -4.6% |
| 3M | -16.9% | -1.0% | -15.9% | -16.0% |
| 6M | -19.1% | -1.7% | -17.5% | -17.5% |
| YTD | +0.3% | -1.4% | +1.7% | +2.1% |
| 1Y | -1.2% | -0.9% | -0.3% | +0.2% |
| 3Y | +272.4% | +19.8% | +252.6% | +204.7% |
| 5Y | +579.0% | +4.6% | +574.4% | +527.6% |
| All | +579.0% | +4.3% | +574.7% | +527.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling