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Stock and ETF performance explorer

COCO price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+278.0%
VT return
+64.3%
Excess return
+213.7%
Maximum drawdown
-57.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-0.8%-0.9%+0.1%+0.1%
7D-7.2%-2.0%-5.2%-5.2%
30D-20.7%-1.4%-19.3%-19.5%
3M-35.1%+4.7%-39.8%-38.4%
6M-6.9%+11.4%-18.3%-18.2%
YTD-3.6%+13.1%-16.7%-16.8%
1Y+32.6%+19.0%+13.6%+7.7%
3Y+79.0%+73.9%+5.1%-11.4%
All+278.0%+64.3%+213.7%+107.1%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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