+17.8%
AVGO vs VTR
+36.9%
-19.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | -0.6% |
| 7D | -3.0% | -1.7% | -1.3% | -3.6% |
| 30D | -14.4% | -2.4% | -12.0% | -15.3% |
| 3M | -14.4% | +14.8% | -29.2% | -10.3% |
| 6M | +13.1% | +5.3% | +7.8% | +18.2% |
| YTD | +3.8% | +18.1% | -14.3% | +8.4% |
| 1Y | +17.8% | +36.7% | -18.9% | +21.4% |
| All | +17.8% | +36.9% | -19.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling