+3.3%
AVGO vs VT
+11.9%
-8.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.2% | +6.7% |
| 7D | +25.0% | +2.9% | +22.1% | +18.4% |
| 30D | +2.0% | -2.5% | +4.5% | +7.7% |
| 3M | -12.3% | -3.3% | -8.9% | -5.8% |
| 6M | -12.8% | +1.5% | -14.3% | -13.8% |
| YTD | +5.9% | +11.4% | -5.5% | -13.7% |
| 1Y | +3.3% | +11.9% | -8.6% | -16.1% |
| All | +3.3% | +11.9% | -8.5% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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