+30,513.3%
AVGO vs VEA
+262.3%
+30,251.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +18.2% | +2.3% | +15.9% | +15.4% |
| 30D | +0.2% | +0.2% | 0.0% | +0.4% |
| 3M | -16.8% | -5.3% | -11.5% | -11.3% |
| 6M | -16.5% | -0.9% | -15.5% | -14.8% |
| YTD | +0.8% | +12.2% | -11.4% | -10.2% |
| 1Y | +2.8% | +16.1% | -13.3% | -11.6% |
| 3Y | +278.5% | +73.0% | +205.6% | +118.8% |
| 5Y | +573.1% | +53.7% | +519.4% | +342.4% |
| 10Y | +2,598.7% | +159.3% | +2,439.3% | +1,011.0% |
| All | +30,513.3% | +262.3% | +30,251.0% | +9,304.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling