+122.8%
COST vs VT
+58.5%
+64.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | +2.5% | +2.9% | -0.4% | +0.7% |
| 30D | +14.6% | -2.5% | +17.1% | +16.1% |
| 3M | +15.2% | -3.3% | +18.5% | +17.3% |
| 6M | +7.2% | +1.5% | +5.7% | +5.1% |
| YTD | +27.4% | +11.4% | +16.0% | +16.2% |
| 1Y | +20.2% | +11.9% | +8.3% | +9.2% |
| 3Y | +96.9% | +73.9% | +23.0% | +22.8% |
| 5Y | +122.8% | +57.9% | +64.9% | +51.0% |
| All | +122.8% | +58.5% | +64.3% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling