+51.8%
VG vs COO
-7.7%
+59.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +5.9% | -13.6% | -5.5% |
| 7D | -16.4% | +8.4% | -24.8% | -13.5% |
| 30D | -10.8% | +13.5% | -24.3% | -6.2% |
| 3M | -6.3% | -13.8% | +7.5% | -8.8% |
| 6M | -12.5% | +4.7% | -17.2% | -9.9% |
| YTD | +76.9% | -21.4% | +98.3% | +78.5% |
| 1Y | +51.8% | -6.7% | +58.5% | +41.9% |
| All | +51.8% | -7.7% | +59.5% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling