+696.9%
AVGO vs VGT
+136.3%
+560.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -1.2% |
| 7D | +1.1% | -0.2% | +1.3% | +1.3% |
| 30D | -13.0% | -0.4% | -12.6% | -12.6% |
| 3M | -6.0% | +4.4% | -10.4% | -11.0% |
| 6M | +6.4% | +32.1% | -25.7% | -24.6% |
| YTD | +5.0% | +28.8% | -23.8% | -23.1% |
| 1Y | +1.4% | +35.3% | -34.0% | -29.5% |
| 3Y | +336.8% | +124.8% | +212.1% | +85.2% |
| All | +696.9% | +136.3% | +560.6% | +225.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling