+104.4%
COST vs VUG
+75.3%
+29.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -5.3% | -1.7% | -3.6% | -4.5% |
| 3M | -6.7% | +2.8% | -9.5% | -8.4% |
| 6M | -9.9% | +13.6% | -23.5% | -16.7% |
| YTD | +5.1% | +8.1% | -2.9% | -0.2% |
| 1Y | -7.3% | +13.1% | -20.4% | -14.6% |
| 3Y | +70.4% | +87.0% | -16.6% | +12.4% |
| 5Y | +104.4% | +76.0% | +28.4% | +37.8% |
| All | +104.4% | +75.3% | +29.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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