+108.9%
COMB vs VT
+184.8%
-75.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | +10.2% | +1.0% | +9.3% | +9.9% |
| 3M | +5.7% | +2.4% | +3.4% | +5.0% |
| 6M | +15.8% | +12.0% | +3.8% | +11.8% |
| YTD | +32.6% | +15.3% | +17.3% | +26.8% |
| 1Y | +43.1% | +22.6% | +20.5% | +34.3% |
| 3Y | +50.5% | +74.7% | -24.1% | +26.1% |
| 5Y | +72.4% | +66.1% | +6.2% | +45.5% |
| All | +108.9% | +184.8% | -75.9% | +52.6% |
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