+26,596.9%
AVGO vs VOO
+812.0%
+25,784.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.5% | +3.8% |
| 7D | -0.3% | +0.5% | -0.8% | -1.2% |
| 30D | -13.8% | -0.9% | -12.9% | -12.7% |
| 3M | -6.9% | +3.9% | -10.8% | -11.4% |
| 6M | +11.9% | +14.5% | -2.6% | -6.4% |
| YTD | +6.9% | +13.0% | -6.1% | -8.7% |
| 1Y | +7.4% | +19.4% | -12.0% | -14.4% |
| 3Y | +345.6% | +78.9% | +266.7% | +119.3% |
| 5Y | +718.9% | +82.3% | +636.6% | +300.0% |
| 10Y | +2,755.4% | +314.2% | +2,441.1% | +395.0% |
| All | +26,596.9% | +812.0% | +25,784.9% | +2,020.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling