+71.7%
COMT price history and return analytics
+57.4%
+14.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.3% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -5.9% | -2.6% | -3.3% | -5.6% |
| 3M | +8.3% | -3.2% | +11.6% | +8.8% |
| 6M | +2.0% | +0.9% | +1.0% | +1.6% |
| YTD | +41.6% | +11.3% | +30.3% | +37.8% |
| 1Y | +42.0% | +14.0% | +27.9% | +37.1% |
| 3Y | +55.1% | +75.8% | -20.7% | +31.8% |
| 5Y | +71.7% | +57.8% | +13.9% | +57.1% |
| All | +71.7% | +57.4% | +14.4% | +57.1% |
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