+1.8%
CMCSA vs VUG
+4.9%
-3.1%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.5% | +3.4% | +5.2% |
| 7D | +15.2% | -3.0% | +18.2% | +14.6% |
| 30D | +17.0% | -6.4% | +23.4% | +16.1% |
| 3M | +1.2% | -3.2% | +4.4% | +0.8% |
| 6M | -5.5% | +3.1% | -8.6% | -5.1% |
| YTD | -6.5% | +6.3% | -12.8% | -6.4% |
| 1Y | +1.8% | +5.2% | -3.4% | +2.3% |
| All | +1.8% | +4.9% | -3.1% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling