+97.4%
COM price history and return analytics
+200.7%
-103.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.5% | +0.4% | 0.0% | +0.4% |
| 30D | +5.0% | +1.0% | +4.0% | +4.9% |
| 3M | +6.7% | +2.4% | +4.3% | +6.4% |
| 6M | +11.8% | +12.0% | -0.2% | +10.4% |
| YTD | +21.5% | +15.3% | +6.1% | +19.5% |
| 1Y | +29.1% | +22.6% | +6.5% | +26.2% |
| 3Y | +31.0% | +74.7% | -43.7% | +23.2% |
| 5Y | +54.0% | +66.1% | -12.1% | +45.7% |
| All | +97.4% | +200.7% | -103.3% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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