+2,856.4%
AVGO vs VO
+193.0%
+2,663.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.1% |
| 7D | -0.8% | -0.6% | -0.2% | -0.1% |
| 30D | -13.7% | -1.9% | -11.8% | -11.7% |
| 3M | -6.9% | +3.3% | -10.2% | -10.5% |
| 6M | +5.8% | +9.7% | -3.9% | -5.3% |
| YTD | +5.7% | +12.6% | -6.9% | -8.5% |
| 1Y | +9.0% | +13.6% | -4.6% | -6.6% |
| 3Y | +340.5% | +56.8% | +283.7% | +163.8% |
| 5Y | +711.1% | +42.3% | +668.8% | +448.4% |
| 10Y | +2,856.4% | +199.2% | +2,657.2% | +800.3% |
| All | +2,856.4% | +193.0% | +2,663.4% | +800.3% |
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