+323.5%
COGT vs VOO
+81.6%
+242.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.6% |
| 7D | -1.1% | -0.4% | -0.8% | -0.7% |
| 30D | -17.7% | -1.4% | -16.3% | -16.3% |
| 3M | +6.9% | +3.7% | +3.2% | +2.3% |
| 6M | -7.6% | +13.0% | -20.7% | -20.2% |
| YTD | -3.8% | +12.4% | -16.2% | -16.3% |
| 1Y | +166.6% | +18.6% | +148.0% | +121.0% |
| 3Y | +178.6% | +78.1% | +100.5% | +65.4% |
| 5Y | +323.5% | +82.3% | +241.3% | +151.9% |
| All | +323.5% | +81.6% | +242.0% | +151.9% |
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 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