+154.5%
COLL vs VOO
+325.3%
-170.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.5% |
| 7D | -3.3% | -0.8% | -2.5% | -2.7% |
| 30D | -11.5% | -1.1% | -10.4% | -10.6% |
| 3M | -33.8% | +3.9% | -37.6% | -36.1% |
| 6M | -36.1% | +13.6% | -49.8% | -43.4% |
| YTD | -50.9% | +12.7% | -63.6% | -56.2% |
| 1Y | -41.8% | +17.6% | -59.3% | -50.2% |
| 3Y | -2.6% | +77.3% | -79.9% | -44.6% |
| 5Y | +15.5% | +84.1% | -68.6% | -38.2% |
| All | +154.5% | +325.3% | -170.8% | -58.8% |
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