+23.1%
COLD price history and return analytics
+132.6%
-109.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | +11.4% | -2.3% | +13.7% | +13.3% |
| 30D | +17.3% | -5.0% | +22.2% | +21.9% |
| 3M | +12.8% | -4.9% | +17.7% | +17.2% |
| 6M | +29.9% | -1.5% | +31.5% | +30.8% |
| YTD | +31.0% | +8.5% | +22.5% | +21.6% |
| 1Y | +44.5% | +11.4% | +33.1% | +31.2% |
| 3Y | -28.3% | +70.1% | -98.4% | -54.2% |
| 5Y | -32.6% | +53.7% | -86.3% | -53.7% |
| All | +23.1% | +132.6% | -109.5% | -43.8% |
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