-90.7%
COCP vs VOO
+81.6%
-172.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.5% | +5.4% |
| 7D | +6.9% | -0.4% | +7.3% | +7.1% |
| 30D | +14.8% | -1.4% | +16.2% | +15.9% |
| 3M | +21.6% | +3.7% | +17.8% | +18.5% |
| 6M | +20.4% | +13.0% | +7.4% | +10.8% |
| YTD | +26.5% | +12.4% | +14.1% | +17.2% |
| 1Y | -14.5% | +18.6% | -33.1% | -23.2% |
| 3Y | -39.8% | +78.1% | -117.9% | -58.9% |
| 5Y | -90.7% | +82.3% | -173.0% | -94.0% |
| All | -90.7% | +81.6% | -172.3% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling