+77.6%
V vs COO
-25.3%
+102.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.3% |
| 7D | +2.2% | +4.7% | -2.5% | +1.4% |
| 30D | +13.6% | +13.9% | -0.3% | +11.1% |
| 3M | +14.3% | -14.9% | +29.2% | +17.4% |
| 6M | +33.1% | +2.0% | +31.1% | +32.1% |
| YTD | +21.2% | -23.9% | +45.2% | +27.0% |
| 1Y | +26.4% | -9.6% | +36.1% | +28.4% |
| 3Y | +77.6% | -25.4% | +103.0% | +82.3% |
| All | +77.6% | -25.3% | +102.9% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling