+197.7%
COLB vs VOO
+807.8%
-610.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.9% |
| 7D | -0.8% | -0.4% | -0.4% | -0.4% |
| 30D | -3.4% | -1.4% | -2.0% | -1.8% |
| 3M | +0.2% | +3.7% | -3.5% | -4.4% |
| 6M | +12.8% | +13.0% | -0.2% | -3.0% |
| YTD | +10.8% | +12.4% | -1.7% | -4.1% |
| 1Y | +20.8% | +18.6% | +2.2% | -1.9% |
| 3Y | +74.3% | +78.1% | -3.8% | -12.4% |
| 5Y | +11.7% | +82.3% | -70.6% | -45.7% |
| 10Y | +41.3% | +322.5% | -281.2% | -76.3% |
| All | +197.7% | +807.8% | -610.2% | -84.2% |
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