+6.3%
COTG vs VT
+14.9%
-8.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.3% |
| 7D | +9.2% | -0.1% | +9.4% | +9.1% |
| 30D | +25.5% | -3.1% | +28.5% | +24.1% |
| 3M | +21.0% | -3.5% | +24.5% | +19.4% |
| 6M | +3.8% | +0.5% | +3.3% | +4.0% |
| YTD | +35.8% | +10.8% | +25.0% | +34.6% |
| 1Y | +17.9% | +11.9% | +6.0% | +16.1% |
| All | +6.3% | +14.9% | -8.6% | +4.3% |
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