-92.2%
COUR vs VOO
+106.0%
-198.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | -6.1% | +2.6% | -8.7% | -9.2% |
| 30D | -27.5% | -2.0% | -25.5% | -25.3% |
| 3M | -39.5% | -2.8% | -36.7% | -37.0% |
| 6M | -33.9% | +2.2% | -36.1% | -35.8% |
| YTD | -52.3% | +11.5% | -63.8% | -59.0% |
| 1Y | -58.4% | +13.5% | -71.9% | -65.1% |
| 3Y | -81.4% | +78.1% | -159.5% | -91.8% |
| 5Y | -90.0% | +73.1% | -163.2% | -95.3% |
| All | -92.2% | +106.0% | -198.2% | -97.0% |
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 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