+2,761.7%
AVGO vs VXUS
+148.6%
+2,613.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | +0.7% |
| 7D | +1.0% | -1.9% | +2.9% | +3.6% |
| 30D | -13.3% | -0.7% | -12.5% | -12.5% |
| 3M | -2.9% | +4.9% | -7.8% | -8.7% |
| 6M | +5.7% | +9.7% | -3.9% | -6.0% |
| YTD | +4.6% | +15.0% | -10.4% | -12.9% |
| 1Y | -1.6% | +22.4% | -24.1% | -24.4% |
| 3Y | +336.2% | +72.2% | +264.0% | +120.7% |
| 5Y | +695.6% | +52.6% | +643.0% | +372.5% |
| All | +2,761.7% | +148.6% | +2,613.1% | +898.9% |
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