+83.7%
VOO vs COST
+104.4%
-20.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | -0.8% | -1.2% | +0.4% | -0.3% |
| 30D | -1.1% | -4.7% | +3.6% | +0.7% |
| 3M | +3.9% | -7.1% | +11.0% | +6.6% |
| 6M | +13.6% | -8.5% | +22.2% | +16.8% |
| YTD | +12.7% | +5.4% | +7.3% | +8.6% |
| 1Y | +17.6% | -5.6% | +23.2% | +18.7% |
| 3Y | +77.3% | +68.5% | +8.8% | +33.5% |
| All | +83.7% | +104.4% | -20.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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