+245.5%
COWZ vs VOO
+290.8%
-45.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | -0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +3.0% | -3.3% | +6.3% | +6.0% |
| 3M | +2.5% | -2.4% | +4.9% | +4.6% |
| 6M | +12.3% | +2.6% | +9.7% | +9.0% |
| YTD | +18.6% | +11.3% | +7.3% | +6.4% |
| 1Y | +24.5% | +13.4% | +11.1% | +9.6% |
| 3Y | +56.2% | +80.3% | -24.1% | -12.6% |
| 5Y | +64.9% | +72.7% | -7.8% | -4.3% |
| All | +245.5% | +290.8% | -45.3% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling