+1,277.9%
COKE vs VOO
+325.3%
+952.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.4% |
| 7D | +1.7% | -0.8% | +2.5% | +2.3% |
| 30D | +2.0% | -1.1% | +3.1% | +2.8% |
| 3M | +3.5% | +3.9% | -0.4% | +0.6% |
| 6M | -7.7% | +13.6% | -21.4% | -16.5% |
| YTD | +26.2% | +12.7% | +13.5% | +14.7% |
| 1Y | +56.1% | +17.6% | +38.5% | +37.0% |
| 3Y | +195.1% | +77.3% | +117.8% | +85.8% |
| 5Y | +417.3% | +84.1% | +333.2% | +214.2% |
| All | +1,277.9% | +325.3% | +952.7% | +296.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling