+2,770.9%
AVGO vs VTI
+305.0%
+2,465.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.8% |
| 7D | +1.1% | -0.9% | +2.0% | +2.4% |
| 30D | -13.0% | -1.4% | -11.5% | -11.2% |
| 3M | -6.0% | +3.6% | -9.6% | -10.3% |
| 6M | +6.4% | +13.6% | -7.2% | -10.2% |
| YTD | +5.0% | +12.9% | -7.9% | -10.4% |
| 1Y | +1.4% | +17.2% | -15.8% | -17.2% |
| 3Y | +336.8% | +75.7% | +261.1% | +120.5% |
| 5Y | +698.2% | +75.4% | +622.8% | +309.9% |
| All | +2,770.9% | +305.0% | +2,465.9% | +460.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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