-46.8%
COIW vs VOO
+27.5%
-74.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | -0.6% |
| 7D | -6.2% | -0.8% | -5.4% | -4.0% |
| 30D | +20.2% | -1.1% | +21.2% | +24.7% |
| 3M | +9.0% | +3.9% | +5.1% | -1.7% |
| 6M | -17.7% | +13.6% | -31.4% | -42.0% |
| YTD | -30.2% | +12.7% | -42.9% | -48.3% |
| 1Y | -56.2% | +17.6% | -73.7% | -70.2% |
| All | -46.8% | +27.5% | -74.4% | -62.2% |
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