+278.5%
AVGO vs VRT
+388.8%
-110.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.6% | -1.2% | -3.1% |
| 7D | +18.2% | +10.5% | +7.6% | +12.8% |
| 30D | +0.2% | -9.3% | +9.5% | +3.6% |
| 3M | -16.8% | -29.6% | +12.8% | -4.1% |
| 6M | -16.5% | -45.4% | +28.9% | +6.3% |
| YTD | +0.8% | +24.8% | -24.0% | -19.3% |
| 1Y | +2.8% | +23.6% | -20.8% | -17.3% |
| 3Y | +278.5% | +379.7% | -101.1% | +33.3% |
| All | +278.5% | +388.8% | -110.3% | +33.3% |
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