+2,481.8%
AVGO vs VO
+198.4%
+2,283.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +4.0% |
| 7D | 0.0% | -0.2% | +0.1% | +0.6% |
| 30D | -8.2% | +0.5% | -8.6% | -8.2% |
| 3M | -21.3% | -1.1% | -20.2% | -19.8% |
| 6M | -22.5% | +6.4% | -28.9% | -27.7% |
| YTD | -3.6% | +13.5% | -17.1% | -16.9% |
| 1Y | -6.7% | +13.6% | -20.3% | -19.5% |
| 3Y | +258.1% | +65.2% | +192.9% | +102.4% |
| 5Y | +560.9% | +37.7% | +523.1% | +366.3% |
| All | +2,481.8% | +198.4% | +2,283.4% | +623.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling