+24.1%
COLD price history and return analytics
+137.5%
-113.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | +10.9% | -0.1% | +11.0% | +10.7% |
| 30D | +15.4% | -3.1% | +18.4% | +18.0% |
| 3M | +12.4% | -3.5% | +15.9% | +15.4% |
| 6M | +12.1% | +0.5% | +11.6% | +11.1% |
| YTD | +32.0% | +10.8% | +21.2% | +20.4% |
| 1Y | +53.0% | +11.9% | +41.1% | +38.5% |
| 3Y | -24.8% | +73.0% | -97.8% | -52.6% |
| 5Y | -32.6% | +58.6% | -91.2% | -54.8% |
| All | +24.1% | +137.5% | -113.4% | -44.4% |
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