-42.7%
COCP vs VOO
+79.1%
-121.8%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.9% |
| 7D | +5.4% | +0.5% | +4.8% | +4.9% |
| 30D | +11.3% | -0.9% | +12.3% | +12.1% |
| 3M | +16.8% | +3.9% | +12.9% | +13.6% |
| 6M | +16.8% | +14.5% | +2.3% | +6.4% |
| YTD | +20.4% | +13.0% | +7.5% | +10.9% |
| 1Y | -21.3% | +19.4% | -40.8% | -29.4% |
| 3Y | -42.7% | +78.9% | -121.6% | -59.5% |
| All | -42.7% | +79.1% | -121.8% | -59.5% |
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 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