+284.7%
COCO vs VOO
+81.0%
+203.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.9% |
| 7D | -5.7% | -0.8% | -4.9% | -4.9% |
| 30D | -21.7% | -1.1% | -20.7% | -20.9% |
| 3M | -33.9% | +3.9% | -37.8% | -36.6% |
| 6M | -9.8% | +13.6% | -23.5% | -21.8% |
| YTD | -1.9% | +12.7% | -14.6% | -14.3% |
| 1Y | +33.4% | +17.6% | +15.8% | +11.2% |
| 3Y | +68.2% | +77.3% | -9.2% | -16.4% |
| All | +284.7% | +81.0% | +203.7% | +112.5% |
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