+2.8%
AVGO vs VSH
+92.4%
-89.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.2% | -0.6% | -3.4% |
| 7D | +18.2% | +14.3% | +3.8% | +12.8% |
| 30D | +0.2% | -7.9% | +8.1% | +2.1% |
| 3M | -16.8% | -19.9% | +3.1% | -12.3% |
| 6M | -16.5% | -30.5% | +14.1% | -8.2% |
| YTD | +0.8% | +85.7% | -84.8% | -19.1% |
| 1Y | +2.8% | +98.9% | -96.1% | -19.5% |
| All | +2.8% | +92.4% | -89.6% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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