+72.7%
VOO vs COO
-40.8%
+113.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +1.7% |
| 7D | +0.1% | +4.3% | -4.2% | -1.1% |
| 30D | -3.3% | +17.6% | -20.9% | -7.6% |
| 3M | -2.4% | -13.9% | +11.5% | +1.2% |
| 6M | +2.6% | +6.6% | -3.9% | -0.7% |
| YTD | +11.3% | -22.0% | +33.3% | +18.6% |
| 1Y | +13.4% | -8.8% | +22.2% | +14.8% |
| 3Y | +80.3% | -21.5% | +101.8% | +82.6% |
| 5Y | +72.7% | -41.0% | +113.7% | +89.8% |
| All | +72.7% | -40.8% | +113.5% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling