+32,355.3%
AVGO vs VGT
+2,300.9%
+30,054.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | -0.3% | +1.8% | -2.1% | -2.5% |
| 30D | -13.8% | -0.3% | -13.5% | -13.5% |
| 3M | -6.9% | +3.4% | -10.3% | -10.4% |
| 6M | +11.9% | +35.0% | -23.0% | -21.1% |
| YTD | +6.9% | +28.8% | -21.9% | -20.2% |
| 1Y | +7.4% | +38.0% | -30.6% | -25.4% |
| 3Y | +345.6% | +125.8% | +219.8% | +89.1% |
| 5Y | +718.9% | +134.7% | +584.1% | +230.0% |
| 10Y | +2,755.4% | +792.6% | +1,962.8% | +134.2% |
| All | +32,355.3% | +2,300.9% | +30,054.4% | +813.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VGT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling