-6.8%
AVGO vs VIG
+19.5%
-26.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -5.6% |
| 7D | -7.5% | +2.7% | -10.2% | -11.9% |
| 30D | -10.2% | +7.0% | -17.2% | -21.0% |
| 3M | -22.0% | +4.0% | -26.0% | -27.6% |
| 6M | -21.6% | +12.3% | -33.9% | -37.9% |
| YTD | -5.4% | +16.4% | -21.8% | -31.6% |
| 1Y | -6.8% | +19.2% | -26.1% | -35.5% |
| All | -6.8% | +19.5% | -26.3% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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