+525.7%
AVGO price history and return analytics
+57.4%
+468.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +4.4% |
| 7D | -0.9% | +0.4% | -1.2% | -1.0% |
| 30D | -11.6% | -2.6% | -9.0% | -6.9% |
| 3M | -25.2% | -3.2% | -21.9% | -20.3% |
| 6M | -25.4% | +0.9% | -26.4% | -25.4% |
| YTD | -7.2% | +11.3% | -18.5% | -20.8% |
| 1Y | -7.9% | +14.0% | -21.9% | -24.1% |
| 3Y | +262.1% | +75.8% | +186.3% | +64.9% |
| 5Y | +525.7% | +57.8% | +467.9% | +242.7% |
| All | +525.7% | +57.4% | +468.3% | +242.7% |
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