+268.3%
AVGO vs VLTO
+54.8%
+213.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.6% |
| 7D | -9.9% | +5.4% | -15.3% | -11.1% |
| 30D | -22.0% | +22.3% | -44.3% | -26.2% |
| 3M | -30.0% | +19.6% | -49.7% | -33.5% |
| 6M | -30.7% | +35.2% | -65.9% | -37.5% |
| YTD | -14.7% | +17.9% | -32.5% | -18.3% |
| 1Y | -16.8% | +19.5% | -36.3% | -21.2% |
| 3Y | +244.4% | +73.9% | +170.5% | +184.5% |
| All | +268.3% | +54.8% | +213.4% | +215.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling