+335.1%
AVGO vs VLTO
+56.4%
+278.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.0% |
| 3M | -16.8% | +21.4% | -38.2% | -21.2% |
| 6M | -16.5% | +38.1% | -54.6% | -25.1% |
| YTD | +0.8% | +19.0% | -18.2% | -3.7% |
| 1Y | +2.8% | +20.7% | -17.8% | -2.8% |
| 3Y | +278.5% | +64.3% | +214.3% | +218.7% |
| All | +335.1% | +56.4% | +278.7% | +271.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling