+2,660.6%
AVGO vs VEU
+149.9%
+2,510.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.7% |
| 7D | +18.2% | +2.1% | +16.1% | +15.0% |
| 30D | +0.2% | -0.9% | +1.1% | +2.0% |
| 3M | -16.8% | -5.4% | -11.4% | -10.0% |
| 6M | -16.5% | -1.8% | -14.7% | -13.5% |
| YTD | +0.8% | +10.9% | -10.1% | -11.5% |
| 1Y | +2.8% | +13.6% | -10.7% | -12.4% |
| 3Y | +278.5% | +69.3% | +209.3% | +96.9% |
| 5Y | +573.1% | +48.1% | +525.0% | +318.1% |
| All | +2,660.6% | +149.9% | +2,510.7% | +853.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling