-52.7%
COOK vs VOO
+75.5%
-128.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.3% | +7.9% | +7.8% |
| 7D | +26.8% | -2.7% | +29.5% | +29.0% |
| 30D | +29.7% | -5.4% | +35.1% | +37.4% |
| 3M | +12.9% | -4.1% | +17.0% | +16.9% |
| 6M | +56.5% | +0.7% | +55.7% | +50.5% |
| YTD | +24.3% | +8.7% | +15.5% | +7.1% |
| 1Y | +55.7% | +11.0% | +44.7% | +30.8% |
| 3Y | -52.7% | +75.5% | -128.2% | -82.3% |
| All | -52.7% | +75.5% | -128.2% | -82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling