+278.5%
AVGO vs VEA
+74.1%
+204.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +18.2% | +2.3% | +15.9% | +14.5% |
| 30D | +0.2% | +0.2% | 0.0% | +0.5% |
| 3M | -16.8% | -5.3% | -11.5% | -9.8% |
| 6M | -16.5% | -0.9% | -15.5% | -14.6% |
| YTD | +0.8% | +12.2% | -11.4% | -15.0% |
| 1Y | +2.8% | +16.1% | -13.3% | -17.6% |
| 3Y | +278.5% | +73.0% | +205.6% | +75.5% |
| All | +278.5% | +74.1% | +204.5% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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