+32,355.3%
AVGO vs VEA
+282.3%
+32,073.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.4% |
| 7D | -0.3% | +1.9% | -2.2% | -2.3% |
| 30D | -13.8% | +0.8% | -14.6% | -14.6% |
| 3M | -6.9% | +5.7% | -12.6% | -12.1% |
| 6M | +11.9% | +13.3% | -1.4% | -1.6% |
| YTD | +6.9% | +18.4% | -11.5% | -10.6% |
| 1Y | +7.4% | +27.0% | -19.5% | -16.4% |
| 3Y | +345.6% | +79.3% | +266.3% | +146.3% |
| 5Y | +718.9% | +62.1% | +656.8% | +405.4% |
| 10Y | +2,755.4% | +160.3% | +2,595.1% | +1,052.1% |
| All | +32,355.3% | +282.3% | +32,073.1% | +9,259.0% |
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