+27,295.0%
AVGO vs VCIT
+96.6%
+27,198.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.2% | -10.7% | -10.6% |
| 7D | -15.5% | +0.5% | -16.0% | -15.8% |
| 30D | -22.4% | +2.1% | -24.5% | -23.5% |
| 3M | -30.2% | -1.6% | -28.6% | -29.5% |
| 6M | -31.6% | -1.6% | -30.0% | -30.8% |
| YTD | -15.3% | -1.5% | -13.8% | -14.4% |
| 1Y | -18.2% | -0.4% | -17.8% | -17.8% |
| 3Y | +241.2% | +19.6% | +221.6% | +210.5% |
| 5Y | +469.8% | +3.3% | +466.5% | +438.9% |
| 10Y | +2,106.2% | +28.9% | +2,077.3% | +2,083.0% |
| All | +27,295.0% | +96.6% | +27,198.4% | +32,623.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling