+383.5%
V vs COO
+48.2%
+335.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | -1.7% | -2.2% | +0.5% | -0.8% |
| 30D | +2.0% | -7.0% | +9.0% | +4.9% |
| 3M | +17.4% | +12.2% | +5.2% | +11.5% |
| 6M | +17.5% | -15.1% | +32.6% | +24.8% |
| YTD | +7.6% | -15.1% | +22.7% | +14.1% |
| 1Y | +7.7% | +2.3% | +5.4% | +5.1% |
| 3Y | +54.7% | -23.7% | +78.3% | +63.7% |
| 5Y | +73.0% | -38.9% | +112.0% | +100.9% |
| All | +383.5% | +48.2% | +335.3% | +260.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling