+332.9%
AVGO vs VRT
+637.8%
-304.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.1% | -1.8% |
| 7D | -3.0% | +9.1% | -12.1% | -7.1% |
| 30D | -14.4% | +0.9% | -15.4% | -15.2% |
| 3M | -14.4% | -13.4% | -1.1% | -10.8% |
| 6M | +13.1% | +11.7% | +1.4% | +2.3% |
| YTD | +3.8% | +73.2% | -69.4% | -27.2% |
| 1Y | +17.8% | +123.4% | -105.6% | -28.7% |
| All | +332.9% | +637.8% | -304.9% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling