+335.4%
AVGO vs VEA
+73.9%
+261.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | +0.7% |
| 7D | +1.0% | -2.1% | +3.1% | +4.0% |
| 30D | -13.3% | -1.1% | -12.2% | -12.2% |
| 3M | -2.9% | +5.1% | -7.9% | -9.3% |
| 6M | +5.7% | +9.8% | -4.1% | -7.0% |
| YTD | +4.6% | +15.9% | -11.3% | -15.9% |
| 1Y | -1.6% | +24.6% | -26.2% | -28.9% |
| All | +335.4% | +73.9% | +261.5% | +105.2% |
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