+525.7%
AVGO vs VRT
+632.1%
-106.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.6% | -0.8% | +5.2% |
| 7D | -0.9% | -10.6% | +9.7% | +3.0% |
| 30D | -11.6% | -17.4% | +5.8% | -6.0% |
| 3M | -25.2% | -26.4% | +1.2% | -17.5% |
| 6M | -25.4% | -41.0% | +15.6% | -12.4% |
| YTD | -7.2% | +23.8% | -31.0% | -19.3% |
| 1Y | -7.9% | +11.6% | -19.5% | -16.7% |
| 3Y | +262.1% | +403.5% | -141.4% | +100.5% |
| 5Y | +525.7% | +647.0% | -121.4% | +200.7% |
| All | +525.7% | +632.1% | -106.4% | +200.7% |
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