+632.2%
VRT vs CMCSA
-41.6%
+673.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.4% |
| 7D | -17.7% | +4.6% | -22.3% | -19.1% |
| 30D | -20.0% | +19.8% | -39.8% | -25.4% |
| 3M | -28.1% | -0.3% | -27.8% | -28.5% |
| 6M | -42.8% | +0.3% | -43.1% | -43.8% |
| YTD | +20.0% | -6.9% | +26.9% | +19.4% |
| 1Y | +3.5% | +2.6% | +0.9% | -2.9% |
| 3Y | +366.1% | -29.0% | +395.1% | +413.5% |
| 5Y | +632.2% | -42.0% | +674.2% | +819.1% |
| All | +632.2% | -41.6% | +673.7% | +819.1% |
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