+278.5%
AVGO vs VLTO
+70.6%
+208.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -4.9% |
| 7D | +18.2% | +1.0% | +17.2% | +17.9% |
| 30D | +0.2% | +17.5% | -17.3% | -3.9% |
| 3M | -16.8% | +21.4% | -38.2% | -21.1% |
| 6M | -16.5% | +38.1% | -54.6% | -25.1% |
| YTD | +0.8% | +19.0% | -18.2% | -3.5% |
| 1Y | +2.8% | +20.7% | -17.8% | -2.7% |
| 3Y | +278.5% | +64.3% | +214.3% | +216.1% |
| All | +278.5% | +70.6% | +208.0% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling