+160.4%
VEA vs COO
+40.1%
+120.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | +1.8% | -2.1% | +3.9% | +2.5% |
| 30D | -0.9% | +13.9% | -14.8% | -4.9% |
| 3M | -5.0% | -18.9% | +13.9% | +0.6% |
| 6M | 0.0% | +3.7% | -3.7% | -2.8% |
| YTD | +12.2% | -24.1% | +36.3% | +20.7% |
| 1Y | +14.7% | -14.2% | +28.9% | +18.3% |
| 3Y | +73.2% | -24.5% | +97.6% | +80.1% |
| 5Y | +53.7% | -40.4% | +94.1% | +70.7% |
| All | +160.4% | +40.1% | +120.4% | +127.7% |
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