-14.5%
COCP vs VOO
+18.9%
-33.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.5% | +5.8% |
| 7D | +6.9% | -0.4% | +7.3% | +7.3% |
| 30D | +14.8% | -1.4% | +16.2% | +17.4% |
| 3M | +21.6% | +3.7% | +17.8% | +14.0% |
| 6M | +20.4% | +13.0% | +7.4% | -1.7% |
| YTD | +26.5% | +12.4% | +14.1% | +4.6% |
| 1Y | -14.5% | +18.6% | -33.1% | -33.1% |
| All | -14.5% | +18.9% | -33.3% | -33.1% |
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