-33.6%
COLD price history and return analytics
+57.0%
-90.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.2% |
| 7D | +4.2% | +2.4% | +1.9% | +2.1% |
| 30D | +20.9% | -1.5% | +22.4% | +22.0% |
| 3M | +12.2% | -4.1% | +16.3% | +15.9% |
| 6M | +15.4% | +0.6% | +14.8% | +14.1% |
| YTD | +36.5% | +11.0% | +25.5% | +23.3% |
| 1Y | +66.6% | +13.3% | +53.3% | +47.7% |
| 3Y | -20.2% | +73.4% | -93.6% | -52.2% |
| All | -33.6% | +57.0% | -90.7% | -58.5% |
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 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