+297.8%
VTI vs CMCSA
+7.4%
+290.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -4.9% | +4.0% | +0.8% |
| 30D | -1.4% | -1.1% | -0.4% | -1.3% |
| 3M | +3.6% | +6.6% | -3.0% | +0.4% |
| 6M | +13.6% | -15.5% | +29.1% | +19.1% |
| YTD | +12.9% | -6.7% | +19.6% | +13.3% |
| 1Y | +17.2% | -15.6% | +32.8% | +22.1% |
| 3Y | +75.7% | -33.7% | +109.4% | +97.7% |
| 5Y | +75.4% | -46.6% | +122.1% | +112.9% |
| All | +297.8% | +7.4% | +290.3% | +251.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling