+7.4%
AVGO vs VRT
+131.6%
-124.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +1.6% |
| 7D | -0.3% | +13.6% | -13.9% | -5.0% |
| 30D | -13.8% | +6.8% | -20.6% | -16.2% |
| 3M | -6.9% | -3.2% | -3.7% | -7.6% |
| 6M | +11.9% | +20.3% | -8.4% | +0.8% |
| YTD | +6.9% | +79.6% | -72.7% | -21.8% |
| 1Y | +7.4% | +139.0% | -131.6% | -29.0% |
| All | +7.4% | +131.6% | -124.2% | -29.0% |
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