+535.7%
COO vs VOO
+817.1%
-281.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -7.0% | +0.1% | -7.1% | -7.1% |
| 3M | +12.2% | +2.0% | +10.2% | +9.8% |
| 6M | -15.1% | +13.0% | -28.1% | -24.2% |
| YTD | -15.1% | +13.6% | -28.7% | -24.6% |
| 1Y | +2.3% | +20.1% | -17.7% | -13.5% |
| 3Y | -23.7% | +77.6% | -101.2% | -55.1% |
| 5Y | -38.9% | +82.4% | -121.4% | -64.9% |
| 10Y | +49.9% | +316.8% | -266.9% | -58.9% |
| All | +535.7% | +817.1% | -281.4% | -20.8% |
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 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