+155.2%
COFS vs VOO
+309.6%
-154.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.6% | +2.6% | -2.0% | -0.2% |
| 30D | +14.8% | -2.0% | +16.8% | +15.5% |
| 3M | +8.1% | -2.8% | +10.9% | +9.0% |
| 6M | +23.5% | +2.2% | +21.3% | +22.4% |
| YTD | +28.6% | +11.5% | +17.1% | +23.8% |
| 1Y | +28.6% | +13.5% | +15.1% | +23.2% |
| 3Y | +84.2% | +78.1% | +6.2% | +57.1% |
| 5Y | +72.8% | +73.1% | -0.3% | +47.0% |
| All | +155.2% | +309.6% | -154.5% | +95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling