-33.8%
CMCSA vs VGT
+121.2%
-155.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.5% |
| 7D | -5.6% | -1.0% | -4.5% | -5.4% |
| 30D | -1.9% | -0.4% | -1.4% | -1.9% |
| 3M | +6.4% | +6.6% | -0.2% | +5.2% |
| 6M | -16.9% | +31.0% | -48.0% | -21.6% |
| YTD | -6.8% | +27.2% | -34.0% | -11.6% |
| 1Y | -15.9% | +34.5% | -50.4% | -21.7% |
| All | -33.8% | +121.2% | -155.0% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling