+74.0%
VTI vs CMCSA
-46.8%
+120.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.2% |
| 7D | -2.0% | -5.6% | +3.5% | -0.6% |
| 30D | -1.9% | -1.9% | -0.1% | -1.6% |
| 3M | +4.5% | +6.4% | -1.9% | +2.3% |
| 6M | +12.6% | -16.9% | +29.5% | +17.4% |
| YTD | +12.0% | -6.8% | +18.8% | +12.3% |
| 1Y | +17.3% | -15.9% | +33.2% | +21.5% |
| 3Y | +75.3% | -33.4% | +108.8% | +93.0% |
| 5Y | +74.0% | -46.7% | +120.7% | +91.8% |
| All | +74.0% | -46.8% | +120.8% | +91.8% |
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