-23.1%
COGT price history and return analytics
+159.9%
-183.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.3% |
| 7D | -1.1% | -0.1% | -1.0% | -0.9% |
| 30D | -17.7% | -0.7% | -17.0% | -16.9% |
| 3M | +6.9% | +4.0% | +2.9% | +1.7% |
| 6M | -7.6% | +12.3% | -19.9% | -20.4% |
| YTD | -3.8% | +14.0% | -17.8% | -18.8% |
| 1Y | +166.6% | +20.3% | +146.3% | +112.5% |
| 3Y | +178.6% | +75.4% | +103.1% | +45.4% |
| 5Y | +323.5% | +66.0% | +257.6% | +137.4% |
| All | -23.1% | +159.9% | -183.0% | -72.2% |
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 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