-28.6%
COOK vs VOO
+20.9%
-49.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.4% |
| 7D | -10.5% | +0.1% | -10.7% | -10.8% |
| 30D | -26.6% | +0.1% | -26.6% | -26.7% |
| 3M | -19.5% | +2.0% | -21.5% | -22.3% |
| 6M | +20.4% | +13.0% | +7.4% | +2.2% |
| YTD | -7.5% | +13.6% | -21.0% | -22.7% |
| 1Y | -28.6% | +20.1% | -48.7% | -44.5% |
| All | -28.6% | +20.9% | -49.5% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling