+469.8%
AVGO vs VT
+53.2%
+416.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.1% | -6.4% | -3.5% |
| 7D | -15.5% | -4.2% | -11.3% | -8.9% |
| 30D | -22.4% | -5.8% | -16.6% | -13.7% |
| 3M | -30.2% | -5.2% | -24.9% | -23.1% |
| 6M | -31.6% | +0.1% | -31.7% | -30.7% |
| YTD | -15.3% | +8.2% | -23.5% | -24.4% |
| 1Y | -18.2% | +10.1% | -28.3% | -28.7% |
| 3Y | +241.2% | +69.7% | +171.5% | +64.3% |
| 5Y | +469.8% | +53.4% | +416.4% | +224.0% |
| All | +469.8% | +53.2% | +416.6% | +224.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling