+2,798.6%
AVGO vs VXUS
+146.4%
+2,652.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.5% | +6.8% |
| 7D | +25.0% | +2.3% | +22.7% | +21.3% |
| 30D | +2.0% | -2.2% | +4.2% | +5.6% |
| 3M | -12.3% | -5.4% | -6.9% | -5.0% |
| 6M | -12.8% | -1.2% | -11.6% | -10.3% |
| YTD | +5.9% | +10.4% | -4.5% | -6.5% |
| 1Y | +3.3% | +11.8% | -8.5% | -10.1% |
| 3Y | +293.1% | +68.4% | +224.7% | +105.6% |
| 5Y | +606.7% | +45.9% | +560.9% | +347.6% |
| All | +2,798.6% | +146.4% | +2,652.2% | +917.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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