+29,187.3%
AVGO price history and return analytics
+468.1%
+28,719.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.5% |
| 7D | 0.0% | -0.1% | +0.1% | +0.6% |
| 30D | -8.2% | -3.1% | -5.1% | -3.7% |
| 3M | -21.3% | -3.5% | -17.8% | -16.9% |
| 6M | -22.5% | +0.5% | -23.0% | -21.8% |
| YTD | -3.6% | +10.8% | -14.3% | -14.0% |
| 1Y | -6.7% | +11.9% | -18.6% | -17.5% |
| 3Y | +258.1% | +73.0% | +185.2% | +93.2% |
| 5Y | +560.9% | +58.6% | +502.3% | +303.3% |
| 10Y | +2,475.6% | +219.2% | +2,256.4% | +642.4% |
| All | +29,187.3% | +468.1% | +28,719.2% | +4,886.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling