+43.1%
COF vs VOO
+82.8%
-39.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.6% |
| 7D | -5.1% | -0.8% | -4.4% | -4.1% |
| 30D | -6.0% | -1.1% | -5.0% | -4.6% |
| 3M | +14.8% | +3.9% | +10.9% | +9.1% |
| 6M | +15.3% | +13.6% | +1.7% | -3.2% |
| YTD | -13.0% | +12.7% | -25.8% | -25.9% |
| 1Y | -5.7% | +17.6% | -23.3% | -24.1% |
| 3Y | +118.1% | +77.3% | +40.8% | +3.1% |
| All | +43.1% | +82.8% | -39.7% | -36.3% |
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