-94.7%
COOT vs VT
+100.6%
-195.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | +0.4% | +14.1% | +14.4% |
| 30D | +36.5% | +1.0% | +35.6% | +36.1% |
| 3M | -15.3% | +2.4% | -17.7% | -16.0% |
| 6M | -13.5% | +12.0% | -25.5% | -16.6% |
| YTD | +2.3% | +15.3% | -13.0% | -2.2% |
| 1Y | 0.0% | +22.6% | -22.6% | -5.5% |
| 3Y | -95.3% | +74.7% | -170.0% | -95.7% |
| 5Y | -94.8% | +66.1% | -160.9% | -95.2% |
| All | -94.7% | +100.6% | -195.4% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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