+695.6%
AVGO vs VEU
+53.0%
+642.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | +0.7% |
| 7D | +1.0% | -1.9% | +2.9% | +3.7% |
| 30D | -13.3% | -0.7% | -12.5% | -12.5% |
| 3M | -2.9% | +4.9% | -7.7% | -8.7% |
| 6M | +5.7% | +9.8% | -4.1% | -6.4% |
| YTD | +4.6% | +15.3% | -10.7% | -13.7% |
| 1Y | -1.6% | +23.0% | -24.7% | -25.5% |
| 3Y | +336.2% | +73.5% | +262.7% | +117.3% |
| 5Y | +695.6% | +54.5% | +641.2% | +354.1% |
| All | +695.6% | +53.0% | +642.6% | +354.1% |
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