-84.7%
COZX vs VOO
+14.9%
-99.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.7% | +1.6% | -23.4% | -31.4% |
| 7D | -31.8% | -0.7% | -31.0% | -29.4% |
| 30D | -47.4% | -1.1% | -46.4% | -41.8% |
| 3M | -74.9% | -0.3% | -74.5% | -72.9% |
| 6M | -76.6% | +7.4% | -84.0% | -82.4% |
| YTD | -60.0% | +13.4% | -73.4% | -75.8% |
| All | -84.7% | +14.9% | -99.5% | -91.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling