-21.7%
COTG vs VOO
+16.8%
-38.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.6% |
| 7D | -2.5% | -0.8% | -1.7% | -2.7% |
| 30D | -10.2% | -1.1% | -9.2% | -10.5% |
| 3M | -17.0% | +3.9% | -20.9% | -16.0% |
| 6M | -22.5% | +13.6% | -36.1% | -22.0% |
| YTD | 0.0% | +12.7% | -12.7% | +0.4% |
| All | -21.7% | +16.8% | -38.5% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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