-35.7%
COGT vs VOO
+230.4%
-266.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | -9.7% | +2.6% | -12.3% | -12.3% |
| 30D | +1.5% | -2.0% | +3.4% | +3.9% |
| 3M | -23.5% | -2.8% | -20.7% | -20.9% |
| 6M | -16.7% | +2.2% | -18.9% | -18.3% |
| YTD | -19.6% | +11.5% | -31.1% | -28.4% |
| 1Y | -15.6% | +13.5% | -29.1% | -26.2% |
| 3Y | +326.3% | +78.1% | +248.2% | +148.3% |
| 5Y | +172.0% | +73.1% | +98.9% | +63.2% |
| All | -35.7% | +230.4% | -266.1% | -75.9% |
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