+2,761.7%
AVGO vs VOO
+321.7%
+2,440.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | +1.0% | -2.0% | +3.0% | +4.0% |
| 30D | -13.3% | -1.7% | -11.6% | -11.2% |
| 3M | -2.9% | +4.7% | -7.6% | -8.8% |
| 6M | +5.7% | +12.6% | -6.8% | -9.8% |
| YTD | +4.6% | +11.8% | -7.1% | -9.6% |
| 1Y | -1.6% | +17.5% | -19.2% | -20.2% |
| 3Y | +336.2% | +77.0% | +259.2% | +117.0% |
| 5Y | +695.6% | +82.6% | +613.1% | +287.4% |
| All | +2,761.7% | +321.7% | +2,440.0% | +416.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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