+28,084.6%
AVGO vs VO
+699.3%
+27,385.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.7% | +6.0% | +5.5% |
| 7D | -0.9% | -0.1% | -0.7% | -0.2% |
| 30D | -11.6% | +0.5% | -12.1% | -11.7% |
| 3M | -25.2% | -1.0% | -24.2% | -23.9% |
| 6M | -25.4% | +6.4% | -31.9% | -30.3% |
| YTD | -7.2% | +13.6% | -20.8% | -19.6% |
| 1Y | -7.9% | +14.5% | -22.4% | -20.8% |
| 3Y | +262.1% | +67.2% | +194.9% | +106.0% |
| 5Y | +525.7% | +36.1% | +489.6% | +354.1% |
| 10Y | +2,300.3% | +199.3% | +2,101.0% | +630.4% |
| All | +28,084.6% | +699.3% | +27,385.3% | +3,414.6% |
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