+35.1%
COSO vs VOO
+11.8%
+23.3%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.5% | +3.3% | -1.8% | +0.3% |
| 30D | +6.0% | -2.7% | +8.7% | +7.0% |
| 3M | +3.5% | -1.7% | +5.2% | +4.1% |
| 6M | +12.9% | +3.1% | +9.7% | +11.2% |
| YTD | +24.0% | +11.9% | +12.1% | +16.7% |
| 1Y | +35.1% | +12.1% | +23.1% | +27.2% |
| All | +35.1% | +11.8% | +23.3% | +27.2% |
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