-39.8%
COO vs VOO
+72.6%
-112.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +0.5% | +2.6% | -2.1% | -1.7% |
| 30D | +14.2% | -2.0% | +16.1% | +15.9% |
| 3M | -18.2% | -2.8% | -15.4% | -16.4% |
| 6M | +5.3% | +2.2% | +3.2% | +2.6% |
| YTD | -23.6% | +11.5% | -35.1% | -31.4% |
| 1Y | -12.7% | +13.5% | -26.2% | -22.9% |
| 3Y | -24.2% | +78.1% | -102.3% | -57.5% |
| All | -39.8% | +72.6% | -112.4% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling