-27.1%
CMCSA vs VOO
+78.5%
-105.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.6% |
| 7D | +3.2% | +2.6% | +0.6% | +2.0% |
| 30D | +19.5% | -2.0% | +21.5% | +20.4% |
| 3M | -2.4% | -2.8% | +0.4% | -1.4% |
| 6M | +3.8% | +2.2% | +1.7% | +2.3% |
| YTD | -5.4% | +11.5% | -16.9% | -11.1% |
| 1Y | +1.1% | +13.5% | -12.4% | -6.1% |
| 3Y | -27.1% | +78.1% | -105.2% | -49.3% |
| All | -27.1% | +78.5% | -105.6% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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