+97.8%
COMB price history and return analytics
+178.6%
-80.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.6% |
| 7D | -5.6% | -0.3% | -5.3% | -5.5% |
| 30D | -5.0% | -1.4% | -3.6% | -4.7% |
| 3M | +5.2% | -1.4% | +6.6% | +5.5% |
| 6M | -3.9% | +5.5% | -9.4% | -5.5% |
| YTD | +25.6% | +12.8% | +12.7% | +20.8% |
| 1Y | +29.1% | +15.4% | +13.7% | +23.3% |
| 3Y | +43.6% | +76.9% | -33.2% | +19.7% |
| 5Y | +54.6% | +60.4% | -5.9% | +31.7% |
| All | +97.8% | +178.6% | -80.7% | +45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling