+16,114.5%
AVGO vs VXUS
+163.7%
+15,950.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.8% | +5.9% | +5.4% |
| 7D | -0.9% | +0.8% | -1.6% | -1.4% |
| 30D | -11.6% | -1.9% | -9.7% | -9.1% |
| 3M | -25.2% | -4.4% | -20.8% | -20.6% |
| 6M | -25.4% | -2.0% | -23.5% | -22.7% |
| YTD | -7.2% | +11.1% | -18.3% | -17.2% |
| 1Y | -7.9% | +15.1% | -22.9% | -20.9% |
| 3Y | +262.1% | +70.4% | +191.7% | +103.0% |
| 5Y | +525.7% | +47.2% | +478.5% | +316.8% |
| 10Y | +2,300.3% | +142.3% | +2,158.0% | +872.7% |
| All | +16,114.5% | +163.7% | +15,950.9% | +6,041.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling