+366.9%
COCO price history and return analytics
+61.3%
+305.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.1% |
| 7D | +1.1% | +2.4% | -1.3% | -1.4% |
| 30D | +7.8% | -1.5% | +9.3% | +9.6% |
| 3M | -3.2% | -4.1% | +0.9% | +1.1% |
| 6M | -15.6% | +0.6% | -16.1% | -16.7% |
| YTD | +19.1% | +11.0% | +8.0% | +4.6% |
| 1Y | +46.3% | +13.3% | +33.0% | +25.6% |
| 3Y | +120.7% | +73.4% | +47.3% | +8.8% |
| 5Y | +335.3% | +57.4% | +277.9% | +133.9% |
| All | +366.9% | +61.3% | +305.5% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling