+603.7%
COFS vs VOO
+800.4%
-196.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.6% | +2.6% | -2.0% | 0.0% |
| 30D | +14.8% | -2.0% | +16.8% | +15.3% |
| 3M | +8.1% | -2.8% | +10.9% | +8.8% |
| 6M | +23.5% | +2.2% | +21.3% | +22.7% |
| YTD | +28.6% | +11.5% | +17.1% | +25.0% |
| 1Y | +28.6% | +13.5% | +15.1% | +24.5% |
| 3Y | +84.2% | +78.1% | +6.2% | +63.7% |
| 5Y | +72.8% | +73.1% | -0.3% | +53.2% |
| 10Y | +163.8% | +310.7% | -147.0% | +118.7% |
| All | +603.7% | +800.4% | -196.7% | +442.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling