+54.7%
COMB price history and return analytics
+53.2%
+1.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +1.3% |
| 7D | -4.6% | -4.2% | -0.4% | -3.8% |
| 30D | -5.6% | -5.8% | +0.2% | -4.5% |
| 3M | +5.0% | -5.2% | +10.2% | +6.0% |
| 6M | -2.9% | +0.1% | -3.0% | -3.2% |
| YTD | +26.2% | +8.2% | +18.0% | +23.3% |
| 1Y | +29.6% | +10.1% | +19.4% | +25.9% |
| 3Y | +44.4% | +69.7% | -25.3% | +24.1% |
| 5Y | +54.7% | +53.4% | +1.3% | +38.3% |
| All | +54.7% | +53.2% | +1.5% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling