+691.7%
AVGO vs VRT
+900.3%
-208.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.4% |
| 6M | +13.1% | +11.7% | +1.4% | +5.5% |
| YTD | +3.8% | +73.2% | -69.4% | -19.1% |
| 1Y | +17.8% | +123.4% | -105.6% | -16.8% |
| 3Y | +325.3% | +606.2% | -280.9% | +111.5% |
| All | +691.7% | +900.3% | -208.6% | +223.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling