+4,271.9%
COKE vs VOO
+810.0%
+3,461.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.4% |
| YTD | +26.2% | +12.7% | +13.5% | +14.8% |
| 1Y | +56.1% | +17.6% | +38.5% | +37.2% |
| 3Y | +195.1% | +77.3% | +117.8% | +87.6% |
| 5Y | +417.3% | +84.1% | +333.2% | +218.5% |
| 10Y | +1,283.4% | +323.5% | +959.8% | +356.0% |
| All | +4,271.9% | +810.0% | +3,461.9% | +674.7% |
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