+179.9%
COGT vs VOO
+77.0%
+103.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.3% |
| 7D | -1.1% | -0.4% | -0.8% | -0.5% |
| 30D | -17.7% | -1.4% | -16.3% | -15.6% |
| 3M | +6.9% | +3.7% | +3.2% | 0.0% |
| 6M | -7.6% | +13.0% | -20.7% | -26.1% |
| YTD | -3.8% | +12.4% | -16.2% | -22.4% |
| 1Y | +166.6% | +18.6% | +148.0% | +99.5% |
| All | +179.9% | +77.0% | +103.0% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling