-94.1%
COOK vs VOO
+72.6%
-166.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.6% |
| 7D | -13.2% | +2.6% | -15.8% | -16.4% |
| 30D | +26.1% | -2.0% | +28.1% | +27.7% |
| 3M | -1.7% | -2.8% | +1.0% | +0.7% |
| 6M | +39.6% | +2.2% | +37.4% | +31.8% |
| YTD | +7.8% | +11.5% | -3.7% | -11.7% |
| 1Y | +24.8% | +13.5% | +11.3% | -0.3% |
| 3Y | -47.5% | +78.1% | -125.6% | -79.9% |
| All | -94.1% | +72.6% | -166.7% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling