+17.8%
AVGO vs VRT
+123.1%
-105.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.1% | -1.4% |
| 7D | -3.0% | +9.1% | -12.1% | -6.1% |
| 30D | -14.4% | +0.9% | -15.4% | -15.0% |
| 3M | -14.4% | -13.4% | -1.1% | -11.3% |
| 6M | +13.1% | +11.7% | +1.4% | +5.1% |
| YTD | +3.8% | +73.2% | -69.4% | -22.0% |
| 1Y | +17.8% | +123.4% | -105.6% | -14.4% |
| All | +17.8% | +123.1% | -105.3% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling