+8.8%
COMP price history and return analytics
+13.3%
-4.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +0.1% |
| 7D | +2.2% | -0.7% | +2.9% | +4.2% |
| 30D | +16.3% | -1.7% | +18.1% | +21.6% |
| 3M | -19.1% | -2.3% | -16.8% | -14.1% |
| 6M | +17.1% | +1.5% | +15.6% | +14.1% |
| YTD | -2.9% | +12.0% | -15.0% | -20.5% |
| 1Y | +8.8% | +12.9% | -4.1% | -11.6% |
| All | +8.8% | +13.3% | -4.5% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling