+718.9%
AVGO price history and return analytics
+66.2%
+652.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.8% |
| 7D | -0.3% | +1.0% | -1.3% | -2.1% |
| 30D | -13.8% | -0.2% | -13.6% | -13.6% |
| 3M | -6.9% | +4.5% | -11.5% | -13.2% |
| 6M | +11.9% | +14.1% | -2.1% | -9.1% |
| YTD | +6.9% | +14.8% | -7.9% | -14.1% |
| 1Y | +7.4% | +21.2% | -13.8% | -20.5% |
| 3Y | +345.6% | +76.6% | +269.0% | +98.8% |
| 5Y | +718.9% | +66.6% | +652.3% | +310.7% |
| All | +718.9% | +66.2% | +652.7% | +310.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling