+22.3%
COLD vs VOO
+210.7%
-188.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.5% |
| 7D | +0.6% | +3.3% | -2.7% | -1.9% |
| 30D | +14.0% | -2.7% | +16.7% | +16.0% |
| 3M | +10.7% | -1.7% | +12.4% | +11.8% |
| 6M | +10.7% | +3.1% | +7.6% | +7.7% |
| YTD | +30.1% | +11.9% | +18.1% | +18.6% |
| 1Y | +54.0% | +12.1% | +41.9% | +40.4% |
| 3Y | -25.9% | +78.6% | -104.5% | -53.3% |
| 5Y | -33.9% | +73.8% | -107.7% | -57.8% |
| All | +22.3% | +210.7% | -188.5% | -51.1% |
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