+570.0%
AVGO vs VCIT
+3.7%
+566.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.6% |
| 7D | +18.2% | -1.4% | +19.6% | +20.0% |
| 30D | +0.2% | +0.6% | -0.3% | -0.7% |
| 3M | -16.8% | -2.2% | -14.6% | -14.7% |
| 6M | -16.5% | -2.3% | -14.1% | -14.2% |
| YTD | +0.8% | -2.2% | +3.0% | +3.6% |
| 1Y | +2.8% | -1.4% | +4.2% | +4.7% |
| 3Y | +278.5% | +18.7% | +259.8% | +212.6% |
| All | +570.0% | +3.7% | +566.3% | +523.7% |
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