+16.3%
COLL price history and return analytics
+63.7%
-47.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.3% |
| 7D | -3.3% | -2.0% | -1.3% | -1.9% |
| 30D | -11.8% | -1.4% | -10.4% | -10.9% |
| 3M | -34.1% | +4.7% | -38.9% | -36.3% |
| 6M | -37.4% | +11.4% | -48.7% | -42.3% |
| YTD | -50.5% | +13.1% | -63.6% | -54.9% |
| 1Y | -39.2% | +19.0% | -58.2% | -46.8% |
| 3Y | -3.7% | +73.9% | -77.6% | -36.9% |
| 5Y | +16.3% | +65.4% | -49.0% | -22.5% |
| All | +16.3% | +63.7% | -47.3% | -22.5% |
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