+2,475.6%
AVGO vs VXUS
+140.9%
+2,334.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.8% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | -8.2% | -2.5% | -5.6% | -4.4% |
| 3M | -21.3% | -4.6% | -16.6% | -15.6% |
| 6M | -22.5% | -2.6% | -19.9% | -18.8% |
| YTD | -3.6% | +10.4% | -13.9% | -14.7% |
| 1Y | -6.7% | +12.9% | -19.5% | -19.8% |
| 3Y | +258.1% | +68.4% | +189.8% | +87.4% |
| 5Y | +560.9% | +47.7% | +513.2% | +312.1% |
| 10Y | +2,475.6% | +142.2% | +2,333.4% | +814.2% |
| All | +2,475.6% | +140.9% | +2,334.7% | +814.2% |
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