+31,416.6%
AVGO vs VGT
+2,305.3%
+29,111.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.2% |
| 7D | -3.0% | +1.0% | -4.0% | -4.2% |
| 30D | -14.4% | +1.3% | -15.7% | -15.8% |
| 3M | -14.4% | -1.1% | -13.3% | -13.1% |
| 6M | +13.1% | +32.6% | -19.5% | -18.6% |
| YTD | +3.8% | +29.0% | -25.2% | -22.7% |
| 1Y | +17.8% | +39.7% | -21.9% | -19.3% |
| 3Y | +325.3% | +120.9% | +204.3% | +84.8% |
| 5Y | +689.9% | +133.6% | +556.4% | +220.2% |
| 10Y | +2,597.0% | +792.6% | +1,804.4% | +121.2% |
| All | +31,416.6% | +2,305.3% | +29,111.3% | +785.6% |
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