+120.7%
COCO price history and return analytics
+74.0%
+46.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.2% |
| 7D | +1.1% | +2.4% | -1.3% | -0.6% |
| 30D | +7.8% | -1.5% | +9.3% | +9.0% |
| 3M | -3.2% | -4.1% | +0.9% | -0.3% |
| 6M | -15.6% | +0.6% | -16.1% | -16.2% |
| YTD | +19.1% | +11.0% | +8.0% | +9.1% |
| 1Y | +46.3% | +13.3% | +33.0% | +32.0% |
| 3Y | +120.7% | +73.4% | +47.3% | +59.2% |
| All | +120.7% | +74.0% | +46.7% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling