-83.8%
COUR vs VOO
+83.3%
-167.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.0% |
| 7D | -10.4% | +0.1% | -10.5% | -10.5% |
| 30D | -0.2% | +0.1% | -0.2% | -0.1% |
| 3M | +4.1% | +2.0% | +2.1% | +0.9% |
| 6M | -11.2% | +13.0% | -24.2% | -25.4% |
| YTD | -21.2% | +13.6% | -34.8% | -34.3% |
| 1Y | -48.3% | +20.1% | -68.4% | -60.3% |
| 3Y | -66.7% | +77.6% | -144.3% | -85.7% |
| All | -83.8% | +83.3% | -167.2% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling