+2,770.9%
AVGO vs VEU
+155.0%
+2,616.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -1.1% |
| 7D | +1.1% | -1.4% | +2.6% | +3.0% |
| 30D | -13.0% | -0.4% | -12.6% | -12.6% |
| 3M | -6.0% | +2.5% | -8.5% | -8.9% |
| 6M | +6.4% | +11.1% | -4.8% | -7.1% |
| YTD | +5.0% | +16.5% | -11.5% | -14.1% |
| 1Y | +1.4% | +22.9% | -21.5% | -22.4% |
| 3Y | +336.8% | +73.4% | +263.4% | +119.1% |
| 5Y | +698.2% | +56.1% | +642.1% | +360.4% |
| All | +2,770.9% | +155.0% | +2,616.0% | +874.9% |
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