+54.7%
COCO vs VT
+13.0%
+41.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.6% |
| 7D | +10.8% | +0.4% | +10.4% | +10.6% |
| 30D | +10.4% | -2.6% | +13.0% | +12.0% |
| 3M | +3.6% | -3.2% | +6.8% | +5.5% |
| 6M | -9.9% | +0.9% | -10.9% | -10.7% |
| YTD | +21.7% | +11.3% | +10.3% | +9.0% |
| All | +54.7% | +13.0% | +41.6% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling