+82.3%
VOO vs CMCSA
-48.8%
+131.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.6% | +6.2% | +1.2% |
| 7D | -0.4% | -8.3% | +7.9% | +1.8% |
| 30D | -1.4% | -2.4% | +1.0% | -0.9% |
| 3M | +3.7% | +4.5% | -0.8% | +2.0% |
| 6M | +13.0% | -18.8% | +31.8% | +18.3% |
| YTD | +12.4% | -8.9% | +21.4% | +13.4% |
| 1Y | +18.6% | -18.3% | +36.9% | +23.6% |
| 3Y | +78.1% | -35.0% | +113.0% | +96.3% |
| 5Y | +82.3% | -48.2% | +130.4% | +100.8% |
| All | +82.3% | -48.8% | +131.1% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 5y: compounded portfolio wealth divided by compounded CMCSA 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…
5y analysis · Full analysis span regression · 6 months rolling