+339.7%
AVGO vs VEU
+74.2%
+265.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | 0.0% |
| 7D | -0.8% | +0.3% | -1.1% | -1.3% |
| 30D | -13.7% | +0.7% | -14.4% | -14.7% |
| 3M | -6.9% | +4.7% | -11.6% | -12.9% |
| 6M | +5.8% | +11.6% | -5.9% | -10.1% |
| YTD | +5.7% | +16.8% | -11.1% | -17.2% |
| 1Y | +9.0% | +24.9% | -15.8% | -23.1% |
| All | +339.7% | +74.2% | +265.5% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling