+92.5%
VRT vs CMCSA
-18.0%
+110.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -6.6% | -3.0% | -10.9% |
| 7D | +2.4% | -8.3% | +10.7% | +0.5% |
| 30D | -2.7% | -2.4% | -0.2% | -2.9% |
| 3M | -9.2% | +4.5% | -13.7% | -6.9% |
| 6M | -0.5% | -18.8% | +18.3% | -0.7% |
| YTD | +62.3% | -8.9% | +71.3% | +69.3% |
| All | +92.5% | -18.0% | +110.4% | +92.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling