-93.9%
COOK vs VOO
+79.9%
-173.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.3% | +7.9% | +7.7% |
| 7D | +26.8% | -2.7% | +29.5% | +29.8% |
| 30D | +29.7% | -5.4% | +35.1% | +38.7% |
| 3M | +12.9% | -4.1% | +17.0% | +17.8% |
| 6M | +56.5% | +0.7% | +55.7% | +50.6% |
| YTD | +24.3% | +8.7% | +15.5% | +5.5% |
| 1Y | +55.7% | +11.0% | +44.7% | +28.7% |
| 3Y | -52.7% | +75.5% | -128.2% | -81.7% |
| 5Y | -93.7% | +68.4% | -162.0% | -97.2% |
| All | -93.9% | +79.9% | -173.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling