+97.4%
COMB vs VOO
+257.3%
-159.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -3.0% | -1.2% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -6.4% | -3.3% | -3.1% | -5.7% |
| 3M | +3.0% | -2.4% | +5.4% | +3.5% |
| 6M | -1.6% | +2.6% | -4.2% | -2.3% |
| YTD | +25.3% | +11.3% | +14.1% | +21.7% |
| 1Y | +28.7% | +13.4% | +15.2% | +24.4% |
| 3Y | +47.6% | +80.3% | -32.7% | +26.0% |
| 5Y | +54.4% | +72.7% | -18.3% | +32.3% |
| All | +97.4% | +257.3% | -159.9% | +44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling