+262.1%
AVGO vs VO
+65.0%
+197.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.7% | +6.0% | +4.4% |
| 7D | -0.9% | -0.1% | -0.7% | -0.1% |
| 30D | -11.6% | +0.5% | -12.1% | -11.8% |
| 3M | -25.2% | -1.0% | -24.2% | -23.6% |
| 6M | -25.4% | +6.4% | -31.9% | -31.9% |
| YTD | -7.2% | +13.6% | -20.8% | -23.7% |
| 1Y | -7.9% | +14.5% | -22.4% | -25.0% |
| 3Y | +262.1% | +67.2% | +194.9% | +71.4% |
| All | +262.1% | +65.0% | +197.1% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling