+12.0%
COAL vs VOO
+61.7%
-49.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.8% |
| 7D | -3.0% | -0.8% | -2.2% | -2.5% |
| 30D | +9.2% | -1.1% | +10.2% | +9.9% |
| 3M | +4.0% | +3.9% | +0.1% | +1.1% |
| 6M | +1.9% | +13.6% | -11.7% | -6.8% |
| YTD | +18.4% | +12.7% | +5.6% | +8.9% |
| 1Y | +35.7% | +17.6% | +18.2% | +20.9% |
| All | +12.0% | +61.7% | -49.7% | -20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling