+1,815.0%
COST vs VT
+374.2%
+1,440.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.1% | +0.4% | -3.6% | -3.4% |
| 30D | -2.8% | +1.0% | -3.8% | -3.4% |
| 3M | -5.7% | +2.4% | -8.1% | -7.3% |
| 6M | -8.8% | +12.0% | -20.8% | -15.4% |
| YTD | +6.7% | +15.3% | -8.7% | -2.9% |
| 1Y | -3.6% | +22.6% | -26.2% | -15.6% |
| 3Y | +75.1% | +74.7% | +0.4% | +23.4% |
| 5Y | +108.9% | +66.1% | +42.8% | +51.7% |
| 10Y | +586.2% | +225.0% | +361.2% | +236.1% |
| All | +1,815.0% | +374.2% | +1,440.8% | +584.8% |
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