+2,660.6%
AVGO price history and return analytics
+221.8%
+2,438.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.3% |
| 7D | +18.2% | +2.4% | +15.8% | +14.3% |
| 30D | +0.2% | -1.5% | +1.7% | +3.2% |
| 3M | -16.8% | -4.1% | -12.7% | -10.7% |
| 6M | -16.5% | +0.6% | -17.0% | -15.8% |
| YTD | +0.8% | +11.0% | -10.2% | -12.0% |
| 1Y | +2.8% | +13.3% | -10.5% | -12.6% |
| 3Y | +278.5% | +73.4% | +205.2% | +86.4% |
| 5Y | +573.1% | +57.4% | +515.6% | +284.6% |
| All | +2,660.6% | +221.8% | +2,438.9% | +496.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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