-6.8%
AVGO vs VNQ
+14.0%
-20.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.2% | -0.6% |
| 7D | -7.5% | +6.8% | -14.3% | -4.6% |
| 30D | -10.2% | +10.0% | -20.2% | -6.4% |
| 3M | -22.0% | 0.0% | -22.0% | -22.0% |
| 6M | -21.6% | +4.5% | -26.1% | -21.1% |
| YTD | -5.4% | +13.9% | -19.4% | -8.2% |
| 1Y | -6.8% | +14.1% | -20.9% | -9.6% |
| All | -6.8% | +14.0% | -20.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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