+66.6%
COLD vs VOO
+12.1%
+54.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.3% | +5.2% |
| 7D | +4.2% | +2.6% | +1.7% | +2.8% |
| 30D | +20.9% | -2.0% | +22.8% | +22.0% |
| 3M | +12.2% | -2.8% | +14.9% | +13.8% |
| 6M | +15.4% | +2.2% | +13.2% | +13.1% |
| YTD | +36.5% | +11.5% | +25.0% | +24.3% |
| 1Y | +66.6% | +13.5% | +53.1% | +49.9% |
| All | +66.6% | +12.1% | +54.5% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling