-21.8%
COGT vs VOO
+236.5%
-258.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.1% |
| 30D | -17.8% | +0.1% | -17.8% | -17.8% |
| 3M | +6.0% | +2.0% | +4.0% | +3.9% |
| 6M | -6.1% | +13.0% | -19.1% | -17.8% |
| YTD | -2.1% | +13.6% | -15.7% | -14.7% |
| 1Y | +168.6% | +20.1% | +148.5% | +122.9% |
| 3Y | +167.8% | +77.6% | +90.2% | +55.6% |
| 5Y | +321.8% | +82.4% | +239.4% | +138.7% |
| All | -21.8% | +236.5% | -258.3% | -71.2% |
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 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