+6.1%
CMCSA vs VGT
+820.0%
-814.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.4% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | -1.1% | -0.4% | -0.6% | -1.0% |
| 3M | +6.6% | +4.4% | +2.1% | +3.7% |
| 6M | -15.5% | +32.1% | -47.5% | -27.1% |
| YTD | -6.7% | +28.8% | -35.5% | -18.8% |
| 1Y | -15.6% | +35.3% | -50.9% | -28.8% |
| 3Y | -33.7% | +124.8% | -158.4% | -58.8% |
| 5Y | -46.6% | +137.9% | -184.6% | -68.8% |
| All | +6.1% | +820.0% | -814.0% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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