-91.6%
COUR vs VOO
+104.9%
-196.5%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +1.3% | -0.6% | +1.9% | +2.0% |
| 30D | -27.1% | -3.6% | -23.5% | -23.3% |
| 3M | -34.7% | -2.7% | -32.0% | -32.0% |
| 6M | -34.9% | +2.2% | -37.2% | -36.9% |
| YTD | -48.9% | +10.9% | -59.8% | -55.7% |
| 1Y | -54.9% | +11.3% | -66.2% | -61.2% |
| 3Y | -79.8% | +76.9% | -156.8% | -91.1% |
| 5Y | -89.1% | +73.5% | -162.6% | -94.9% |
| All | -91.6% | +104.9% | -196.5% | -96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling