+17.1%
COST vs VG
+35.0%
-17.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +4.6% | -7.7% | +12.3% | +4.5% |
| 30D | +12.8% | -8.8% | +21.6% | +12.6% |
| 3M | +12.1% | -15.6% | +27.7% | +12.0% |
| 6M | +6.0% | +5.2% | +0.8% | +5.7% |
| YTD | +24.4% | +76.9% | -52.5% | +19.8% |
| 1Y | +17.1% | +42.5% | -25.4% | +12.7% |
| All | +17.1% | +35.0% | -17.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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