+178.7%
COLM vs VOO
+807.8%
-629.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.4% |
| 7D | -1.4% | -0.4% | -1.0% | -1.0% |
| 30D | -1.2% | -1.4% | +0.2% | +0.2% |
| 3M | -14.3% | +3.7% | -18.0% | -17.6% |
| 6M | -1.0% | +13.0% | -14.0% | -12.8% |
| YTD | +3.3% | +12.4% | -9.1% | -8.6% |
| 1Y | +3.7% | +18.6% | -14.9% | -13.1% |
| 3Y | -17.4% | +78.1% | -95.4% | -54.7% |
| 5Y | -39.6% | +82.3% | -121.9% | -67.5% |
| 10Y | +17.4% | +322.5% | -305.2% | -73.8% |
| All | +178.7% | +807.8% | -629.2% | -72.4% |
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