+695.6%
AVGO vs VTI
+71.8%
+623.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | 0.0% |
| 7D | +1.0% | -2.0% | +3.0% | +4.3% |
| 30D | -13.3% | -1.9% | -11.3% | -10.6% |
| 3M | -2.9% | +4.5% | -7.4% | -9.2% |
| 6M | +5.7% | +12.6% | -6.9% | -11.4% |
| YTD | +4.6% | +12.0% | -7.4% | -11.4% |
| 1Y | -1.6% | +17.3% | -19.0% | -21.9% |
| 3Y | +336.2% | +75.3% | +260.9% | +109.1% |
| 5Y | +695.6% | +74.0% | +621.6% | +300.2% |
| All | +695.6% | +71.8% | +623.8% | +300.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling