+1.4%
AVGO vs VGT
+35.2%
-33.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -1.3% |
| 7D | +1.1% | -0.2% | +1.3% | +1.3% |
| 30D | -13.0% | -0.4% | -12.6% | -12.5% |
| 3M | -6.0% | +4.4% | -10.4% | -11.4% |
| 6M | +6.4% | +32.1% | -25.7% | -27.9% |
| YTD | +5.0% | +28.8% | -23.8% | -25.9% |
| 1Y | +1.4% | +35.3% | -34.0% | -29.7% |
| All | +1.4% | +35.2% | -33.8% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling