+339.7%
AVGO vs VGT
+123.6%
+216.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.9% |
| 7D | -0.8% | +1.5% | -2.3% | -3.0% |
| 30D | -13.7% | +0.5% | -14.3% | -14.5% |
| 3M | -6.9% | +5.3% | -12.2% | -14.1% |
| 6M | +5.8% | +32.4% | -26.7% | -31.3% |
| YTD | +5.7% | +28.6% | -22.9% | -28.2% |
| 1Y | +9.0% | +37.6% | -28.6% | -32.9% |
| All | +339.7% | +123.6% | +216.1% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling