+32,355.3%
AVGO vs VTI
+898.5%
+31,456.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.5% | +3.7% |
| 7D | -0.3% | +0.6% | -1.0% | -1.3% |
| 30D | -13.8% | -1.1% | -12.7% | -12.6% |
| 3M | -6.9% | +3.9% | -10.8% | -11.3% |
| 6M | +11.9% | +14.6% | -2.7% | -5.9% |
| YTD | +6.9% | +13.3% | -6.4% | -8.6% |
| 1Y | +7.4% | +19.2% | -11.8% | -13.5% |
| 3Y | +345.6% | +77.4% | +268.2% | +126.3% |
| 5Y | +718.9% | +74.0% | +644.9% | +332.3% |
| 10Y | +2,755.4% | +294.6% | +2,460.7% | +460.7% |
| All | +32,355.3% | +898.5% | +31,456.8% | +2,293.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling