+24.1%
COLD vs VOO
+207.8%
-183.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +10.9% | -0.6% | +11.4% | +11.0% |
| 30D | +15.4% | -3.6% | +19.0% | +18.3% |
| 3M | +12.4% | -2.7% | +15.1% | +14.4% |
| 6M | +12.1% | +2.2% | +9.9% | +9.7% |
| YTD | +32.0% | +10.9% | +21.1% | +21.3% |
| 1Y | +53.0% | +11.3% | +41.7% | +40.1% |
| 3Y | -24.8% | +76.9% | -101.7% | -52.3% |
| 5Y | -32.6% | +73.5% | -106.1% | -56.9% |
| All | +24.1% | +207.8% | -183.7% | -50.0% |
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