+730.1%
AVGO vs VSXY
+37.5%
+692.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -13.0% | -18.7% | +5.7% | -10.6% |
| 3M | -6.0% | -4.0% | -2.0% | -5.9% |
| 6M | +6.4% | +67.5% | -61.1% | -2.8% |
| YTD | +5.0% | +39.7% | -34.7% | -2.5% |
| 1Y | +1.4% | +180.0% | -178.6% | -15.8% |
| 3Y | +336.8% | +337.3% | -0.5% | +221.2% |
| 5Y | +698.2% | +22.7% | +675.5% | +573.7% |
| All | +730.1% | +37.5% | +692.5% | +592.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling