+570.0%
AVGO vs VEU
+47.6%
+522.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.7% |
| 7D | +18.2% | +2.1% | +16.1% | +14.9% |
| 30D | +0.2% | -0.9% | +1.1% | +2.0% |
| 3M | -16.8% | -5.4% | -11.4% | -9.8% |
| 6M | -16.5% | -1.8% | -14.7% | -13.4% |
| YTD | +0.8% | +10.9% | -10.1% | -11.9% |
| 1Y | +2.8% | +13.6% | -10.7% | -12.9% |
| 3Y | +278.5% | +69.3% | +209.3% | +95.5% |
| All | +570.0% | +47.6% | +522.5% | +313.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling