-9.9%
COST vs VTI
+15.1%
-25.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -1.0% |
| 7D | -2.8% | -0.4% | -2.4% | -2.9% |
| 30D | -5.3% | -1.6% | -3.7% | -5.7% |
| 3M | -6.7% | +3.6% | -10.2% | -5.6% |
| 6M | -9.9% | +13.0% | -23.0% | -9.3% |
| All | -9.9% | +15.1% | -25.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 6mo: compounded portfolio wealth divided by compounded VTI 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…
6mo analysis · Full analysis span regression · 6 months rolling