+37.6%
COO vs VOO
+315.3%
-277.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.8% | -5.8% |
| 7D | -9.0% | -0.4% | -8.6% | -8.6% |
| 30D | -16.8% | -1.4% | -15.4% | -15.8% |
| 3M | -7.5% | +3.7% | -11.2% | -10.6% |
| 6M | -16.3% | +13.0% | -29.3% | -25.3% |
| YTD | -22.5% | +12.4% | -35.0% | -30.6% |
| 1Y | -7.0% | +18.6% | -25.6% | -20.5% |
| 3Y | -27.5% | +78.1% | -105.5% | -57.5% |
| 5Y | -43.3% | +82.3% | -125.6% | -67.5% |
| 10Y | +37.6% | +322.5% | -285.0% | -63.7% |
| All | +37.6% | +315.3% | -277.7% | -63.7% |
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