-23.3%
COGT vs VOO
+231.1%
-254.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -2.5% | -2.0% | -0.5% | -0.3% |
| 30D | -11.9% | -1.7% | -10.3% | -10.3% |
| 3M | +8.6% | +4.7% | +3.9% | +3.2% |
| 6M | -7.1% | +12.6% | -19.6% | -18.2% |
| YTD | -4.1% | +11.8% | -15.8% | -14.9% |
| 1Y | +167.3% | +17.5% | +149.8% | +127.1% |
| 3Y | +177.8% | +77.0% | +100.8% | +62.3% |
| 5Y | +304.8% | +82.6% | +222.2% | +129.3% |
| All | -23.3% | +231.1% | -254.4% | -71.3% |
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 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