+711.1%
AVGO vs VCLT
-15.5%
+726.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -13.7% | +0.1% | -13.8% | -13.9% |
| 3M | -6.9% | -2.9% | -4.1% | -5.0% |
| 6M | +5.8% | -4.0% | +9.7% | +8.8% |
| YTD | +5.7% | -2.2% | +7.9% | +7.5% |
| 1Y | +9.0% | -2.6% | +11.6% | +11.3% |
| 3Y | +340.5% | +12.3% | +328.2% | +310.8% |
| 5Y | +711.1% | -16.4% | +727.4% | +749.4% |
| All | +711.1% | -15.5% | +726.6% | +749.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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