+1,024.4%
VRT vs CMCSA
-45.0%
+1,069.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.9% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +6.8% | +3.8% | +2.9% | +5.0% |
| 3M | -3.2% | +12.3% | -15.5% | -8.6% |
| 6M | +20.3% | -15.4% | +35.7% | +27.4% |
| YTD | +79.6% | -2.5% | +82.1% | +76.4% |
| 1Y | +139.0% | -13.4% | +152.4% | +148.6% |
| 3Y | +644.6% | -30.4% | +675.0% | +754.0% |
| 5Y | +1,024.4% | -45.0% | +1,069.4% | +1,258.0% |
| All | +1,024.4% | -45.0% | +1,069.4% | +1,258.0% |
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