+696.9%
AVGO vs VTEB
+1.2%
+695.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | 0.0% |
| 7D | +1.1% | -0.9% | +2.1% | +2.1% |
| 30D | -13.0% | -2.5% | -10.5% | -10.7% |
| 3M | -6.0% | -3.0% | -3.0% | -3.1% |
| 6M | +6.4% | -2.1% | +8.5% | +8.8% |
| YTD | +5.0% | -1.5% | +6.5% | +6.8% |
| 1Y | +1.4% | +0.2% | +1.2% | +1.9% |
| 3Y | +336.8% | +8.6% | +328.3% | +294.0% |
| All | +696.9% | +1.2% | +695.7% | +662.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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