+4.6%
CMCSA vs VO
+193.0%
-188.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.8% | -5.8% | -6.0% |
| 7D | -8.3% | -0.6% | -7.7% | -7.8% |
| 30D | -2.4% | -1.9% | -0.5% | -1.0% |
| 3M | +4.5% | +3.3% | +1.3% | +2.0% |
| 6M | -18.8% | +9.7% | -28.5% | -24.5% |
| YTD | -8.9% | +12.6% | -21.5% | -17.2% |
| 1Y | -18.3% | +13.6% | -31.9% | -26.3% |
| 3Y | -35.0% | +56.8% | -91.8% | -54.7% |
| 5Y | -48.2% | +42.3% | -90.4% | -61.5% |
| 10Y | +4.6% | +199.2% | -194.6% | -57.0% |
| All | +4.6% | +193.0% | -188.4% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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