-29.0%
CMCSA vs VCIT
+19.2%
-48.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.5% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +19.8% | +1.1% | +18.7% | +18.8% |
| 3M | -0.3% | -1.4% | +1.1% | +0.7% |
| 6M | +0.3% | -2.3% | +2.6% | +1.9% |
| YTD | -6.9% | -1.8% | -5.1% | -5.8% |
| 1Y | +2.6% | -1.0% | +3.6% | +3.3% |
| 3Y | -29.0% | +19.3% | -48.3% | -32.6% |
| All | -29.0% | +19.2% | -48.2% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling