+2,761.7%
AVGO price history and return analytics
+226.9%
+2,534.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.3% |
| 7D | +1.0% | -2.0% | +3.0% | +4.1% |
| 30D | -13.3% | -1.4% | -11.9% | -11.5% |
| 3M | -2.9% | +4.7% | -7.6% | -9.0% |
| 6M | +5.7% | +11.4% | -5.6% | -9.0% |
| YTD | +4.6% | +13.1% | -8.4% | -11.8% |
| 1Y | -1.6% | +19.0% | -20.7% | -22.6% |
| 3Y | +336.2% | +73.9% | +262.3% | +112.4% |
| 5Y | +695.6% | +65.4% | +630.3% | +321.7% |
| All | +2,761.7% | +226.9% | +2,534.9% | +569.3% |
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