+30,355.4%
AVGO vs VO
+709.1%
+29,646.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +2.5% |
| 7D | +6.1% | +0.2% | +5.8% | +6.3% |
| 30D | -2.7% | +2.0% | -4.7% | -4.5% |
| 3M | -16.9% | -0.3% | -16.6% | -16.2% |
| 6M | -19.1% | +7.3% | -26.4% | -25.1% |
| YTD | +0.3% | +15.0% | -14.7% | -14.3% |
| 1Y | -1.2% | +14.7% | -15.9% | -15.2% |
| 3Y | +272.4% | +67.3% | +205.1% | +111.6% |
| 5Y | +579.0% | +38.8% | +540.2% | +381.4% |
| 10Y | +2,584.7% | +201.6% | +2,383.2% | +709.7% |
| All | +30,355.4% | +709.1% | +29,646.3% | +3,643.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling