-88.2%
COUR vs VOO
+107.7%
-196.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.4% | -4.3% |
| 7D | -13.3% | -0.4% | -12.9% | -12.8% |
| 30D | -8.0% | -1.4% | -6.6% | -6.3% |
| 3M | -0.7% | +3.7% | -4.5% | -5.7% |
| 6M | -13.8% | +13.0% | -26.9% | -27.4% |
| YTD | -28.0% | +12.4% | -40.4% | -39.0% |
| 1Y | -55.6% | +18.6% | -74.2% | -65.2% |
| 3Y | -70.7% | +78.1% | -148.8% | -87.2% |
| 5Y | -85.9% | +82.3% | -168.1% | -93.7% |
| All | -88.2% | +107.7% | -196.0% | -95.6% |
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