+30,513.3%
AVGO vs VGT
+2,107.8%
+28,405.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.7% | -3.1% | -2.7% |
| 7D | +18.2% | +2.5% | +15.7% | +15.0% |
| 30D | +0.2% | -9.5% | +9.7% | +13.5% |
| 3M | -16.8% | -9.5% | -7.3% | -5.7% |
| 6M | -16.5% | -1.8% | -14.7% | -13.7% |
| YTD | +0.8% | +18.4% | -17.6% | -16.3% |
| 1Y | +2.8% | +18.7% | -15.9% | -14.4% |
| 3Y | +278.5% | +103.8% | +174.7% | +82.0% |
| 5Y | +573.1% | +104.4% | +468.7% | +221.3% |
| 10Y | +2,598.7% | +716.9% | +1,881.8% | +147.3% |
| All | +30,513.3% | +2,107.8% | +28,405.5% | +858.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling