+34.0%
COAG vs VOO
+2.2%
+31.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.4% | +5.4% | +5.9% |
| 7D | +12.7% | -4.7% | +17.5% | +18.6% |
| 30D | +60.6% | -5.9% | +66.5% | +71.8% |
| 3M | -9.0% | -4.5% | -4.5% | -4.4% |
| 6M | +82.3% | +1.9% | +80.4% | +54.3% |
| All | +34.0% | +2.2% | +31.8% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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