+68.5%
COWZ vs VT
+59.7%
+8.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.2% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +5.9% | -1.4% | +7.3% | +7.1% |
| 3M | +5.8% | -1.4% | +7.1% | +6.8% |
| 6M | +14.2% | +5.5% | +8.7% | +8.2% |
| YTD | +20.4% | +12.8% | +7.6% | +6.8% |
| 1Y | +27.7% | +15.4% | +12.3% | +10.9% |
| 3Y | +53.1% | +76.9% | -23.8% | -12.0% |
| All | +68.5% | +59.7% | +8.8% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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