Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

COGT price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+340.4%
VT return
+66.2%
Excess return
+274.2%
Maximum drawdown
-76.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+1.5%-0.5%+2.0%+2.2%
7D+1.7%+1.0%+0.7%+0.3%
30D-16.8%-0.2%-16.5%-16.5%
3M+13.2%+4.5%+8.7%+6.8%
6M-4.9%+14.1%-18.9%-20.0%
YTD-0.7%+14.8%-15.4%-17.3%
1Y+178.2%+21.2%+157.0%+118.9%
3Y+187.5%+76.6%+111.0%+57.2%
5Y+340.4%+66.6%+273.9%+158.9%
All+340.4%+66.2%+274.2%+158.9%

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 5y: 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…

5y analysis · Full analysis span regression · 6 months rolling