+99.9%
COWG vs VOO
+110.6%
-10.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.6% |
| 7D | -1.8% | -0.8% | -1.0% | -0.9% |
| 30D | -0.6% | -1.1% | +0.5% | +0.7% |
| 3M | +1.4% | +3.9% | -2.5% | -2.9% |
| 6M | +13.0% | +13.6% | -0.6% | -2.7% |
| YTD | +11.3% | +12.7% | -1.4% | -3.1% |
| 1Y | +8.5% | +17.6% | -9.1% | -10.1% |
| 3Y | +76.7% | +77.3% | -0.6% | -7.7% |
| All | +99.9% | +110.6% | -10.7% | -11.4% |
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