-95.4%
COOK vs VOO
+86.9%
-182.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.9% |
| 7D | -5.3% | +0.5% | -5.8% | -6.3% |
| 30D | -17.7% | -0.9% | -16.8% | -16.6% |
| 3M | -14.2% | +3.9% | -18.1% | -19.6% |
| 6M | +64.5% | +14.5% | +49.9% | +30.3% |
| YTD | -6.5% | +13.0% | -19.5% | -23.6% |
| 1Y | -30.4% | +19.4% | -49.8% | -47.5% |
| 3Y | -74.6% | +78.9% | -153.4% | -90.1% |
| 5Y | -96.0% | +82.3% | -178.2% | -98.4% |
| All | -95.4% | +86.9% | -182.3% | -98.2% |
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