+205.8%
COLO vs VOO
+77.4%
+128.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.1% |
| 7D | +2.8% | -0.8% | +3.5% | +3.2% |
| 30D | +6.6% | -1.1% | +7.7% | +7.3% |
| 3M | +20.3% | +3.9% | +16.4% | +17.3% |
| 6M | +33.3% | +13.6% | +19.6% | +23.2% |
| YTD | +44.7% | +12.7% | +32.0% | +34.5% |
| 1Y | +64.2% | +17.6% | +46.6% | +48.8% |
| 3Y | +205.8% | +77.3% | +128.5% | +116.5% |
| All | +205.8% | +77.4% | +128.4% | +116.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling