+2.8%
AVGO vs VIG
+16.5%
-13.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +18.2% | +3.5% | +14.7% | +10.9% |
| 30D | +0.2% | +4.9% | -4.7% | -8.0% |
| 3M | -16.8% | +2.5% | -19.3% | -20.1% |
| 6M | -16.5% | +11.0% | -27.5% | -32.0% |
| YTD | +0.8% | +16.0% | -15.2% | -26.2% |
| 1Y | +2.8% | +17.5% | -14.7% | -27.5% |
| All | +2.8% | +16.5% | -13.7% | -27.5% |
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