+75.7%
VTI vs CMCSA
-33.4%
+109.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -4.9% | +4.0% | -0.1% |
| 30D | -1.4% | -1.1% | -0.4% | -1.4% |
| 3M | +3.6% | +6.6% | -3.0% | +2.1% |
| 6M | +13.6% | -15.5% | +29.1% | +16.5% |
| YTD | +12.9% | -6.7% | +19.6% | +12.9% |
| 1Y | +17.2% | -15.6% | +32.8% | +20.3% |
| 3Y | +75.7% | -33.7% | +109.4% | +89.0% |
| All | +75.7% | -33.4% | +109.1% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling