-24.5%
COGT price history and return analytics
+153.7%
-178.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +2.6% |
| 7D | +12.8% | +0.4% | +12.4% | +12.5% |
| 30D | +8.2% | -2.6% | +10.8% | +12.2% |
| 3M | -20.9% | -3.2% | -17.6% | -17.2% |
| 6M | -3.5% | +0.9% | -4.4% | -4.2% |
| YTD | -5.6% | +11.3% | -16.9% | -17.6% |
| 1Y | +126.3% | +14.0% | +112.3% | +93.5% |
| 3Y | +367.5% | +75.8% | +291.6% | +144.7% |
| 5Y | +264.2% | +57.8% | +206.3% | +118.8% |
| All | -24.5% | +153.7% | -178.2% | -71.7% |
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