+11.0%
CMCSA vs VT
+215.5%
-204.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.4% |
| 7D | +5.0% | -2.3% | +7.4% | +6.9% |
| 30D | +16.5% | -5.0% | +21.4% | +20.9% |
| 3M | -1.6% | -4.9% | +3.3% | +2.0% |
| 6M | -5.0% | -1.5% | -3.5% | -4.7% |
| YTD | -8.3% | +8.5% | -16.8% | -15.7% |
| 1Y | +0.4% | +11.4% | -11.0% | -9.9% |
| 3Y | -31.0% | +70.1% | -101.0% | -57.7% |
| 5Y | -42.5% | +53.7% | -96.3% | -61.7% |
| All | +11.0% | +215.5% | -204.5% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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