+55.7%
COOK vs VOO
+9.9%
+45.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.3% | +7.9% | +8.0% |
| 7D | +26.8% | -2.7% | +29.5% | +26.5% |
| 30D | +29.7% | -5.4% | +35.1% | +34.1% |
| 3M | +12.9% | -4.1% | +17.0% | +14.4% |
| 6M | +56.5% | +0.7% | +55.7% | +47.5% |
| YTD | +24.3% | +8.7% | +15.5% | +11.2% |
| 1Y | +55.7% | +11.0% | +44.7% | +30.4% |
| All | +55.7% | +9.9% | +45.7% | +30.4% |
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