-69.3%
COIG vs VOO
+38.3%
-107.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | -0.8% |
| 7D | -10.4% | -0.8% | -9.6% | -6.8% |
| 30D | +29.1% | -1.1% | +30.2% | +38.2% |
| 3M | +0.6% | +3.9% | -3.3% | -13.5% |
| 6M | -44.2% | +13.6% | -57.8% | -66.5% |
| YTD | -64.1% | +12.7% | -76.8% | -76.1% |
| 1Y | -85.2% | +17.6% | -102.8% | -91.1% |
| All | -69.3% | +38.3% | -107.6% | -87.9% |
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