+96.2%
COMB price history and return analytics
+173.5%
-77.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | -3.0% | -0.1% | -2.8% | -3.0% |
| 30D | -7.0% | -3.1% | -3.9% | -6.3% |
| 3M | -0.5% | -3.5% | +3.0% | +0.3% |
| 6M | -2.2% | +0.5% | -2.7% | -2.6% |
| YTD | +24.5% | +10.8% | +13.8% | +20.3% |
| 1Y | +25.7% | +11.9% | +13.8% | +21.0% |
| 3Y | +47.4% | +73.0% | -25.6% | +23.5% |
| 5Y | +54.2% | +58.6% | -4.4% | +31.7% |
| All | +96.2% | +173.5% | -77.3% | +44.8% |
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