+32,355.3%
AVGO vs VTV
+684.8%
+31,670.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.9% |
| 7D | -0.3% | +0.3% | -0.6% | -0.7% |
| 30D | -13.8% | +0.1% | -14.0% | -14.1% |
| 3M | -6.9% | +6.2% | -13.1% | -13.6% |
| 6M | +11.9% | +13.5% | -1.5% | -3.8% |
| YTD | +6.9% | +18.9% | -12.0% | -13.2% |
| 1Y | +7.4% | +25.8% | -18.4% | -18.6% |
| 3Y | +345.6% | +68.7% | +276.8% | +143.5% |
| 5Y | +718.9% | +80.3% | +638.6% | +321.1% |
| 10Y | +2,755.4% | +226.3% | +2,529.0% | +648.0% |
| All | +32,355.3% | +684.8% | +31,670.5% | +3,424.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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