+954.4%
VTI vs CMCSA
+217.2%
+737.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -1.1% | +3.8% | -4.9% | -2.7% |
| 3M | +3.9% | +12.3% | -8.4% | -1.4% |
| 6M | +14.6% | -15.4% | +30.0% | +20.4% |
| YTD | +13.3% | -2.5% | +15.8% | +12.1% |
| 1Y | +19.2% | -13.4% | +32.5% | +23.0% |
| 3Y | +77.4% | -30.4% | +107.7% | +95.7% |
| 5Y | +74.0% | -45.0% | +119.1% | +107.4% |
| 10Y | +294.6% | +10.2% | +284.4% | +242.8% |
| All | +954.4% | +217.2% | +737.2% | +376.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling