+25.7%
COMB vs VOO
+12.0%
+13.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.7% |
| 7D | -3.0% | -0.6% | -2.4% | -3.0% |
| 30D | -7.0% | -3.6% | -3.3% | -7.7% |
| 3M | -0.5% | -2.7% | +2.2% | -1.0% |
| 6M | -2.2% | +2.2% | -4.4% | -1.3% |
| YTD | +24.5% | +10.9% | +13.6% | +29.7% |
| 1Y | +25.7% | +11.3% | +14.3% | +31.1% |
| All | +25.7% | +12.0% | +13.7% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling