+66.5%
COCO vs VOO
+77.0%
-10.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.0% |
| 7D | -10.7% | -0.4% | -10.4% | -10.5% |
| 30D | -18.0% | -1.4% | -16.6% | -17.1% |
| 3M | -30.6% | +3.7% | -34.3% | -32.6% |
| 6M | -2.4% | +13.0% | -15.4% | -11.7% |
| YTD | -2.9% | +12.4% | -15.3% | -11.9% |
| 1Y | +33.4% | +18.6% | +14.8% | +16.0% |
| All | +66.5% | +77.0% | -10.5% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling