-91.8%
COUR vs VOO
+107.5%
-199.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -4.0% |
| 7D | -5.9% | -0.9% | -5.0% | -5.0% |
| 30D | -27.6% | -2.3% | -25.3% | -25.1% |
| 3M | -35.5% | -1.2% | -34.3% | -34.2% |
| 6M | -35.2% | +3.3% | -38.5% | -38.0% |
| YTD | -50.1% | +12.3% | -62.5% | -57.5% |
| 1Y | -56.4% | +12.5% | -68.9% | -63.0% |
| 3Y | -80.3% | +79.2% | -159.5% | -91.4% |
| 5Y | -89.5% | +75.7% | -165.1% | -95.1% |
| All | -91.8% | +107.5% | -199.4% | -96.9% |
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