Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

COLO price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+214.5%
VT return
+639.1%
Excess return
-424.5%
Maximum drawdown
-78.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-0.5%+0.9%-1.4%-1.2%
7D+2.8%-1.1%+3.9%+3.6%
30D+6.6%-1.0%+7.6%+7.4%
3M+20.3%+3.2%+17.1%+17.2%
6M+33.3%+12.5%+20.8%+21.2%
YTD+44.7%+14.1%+30.7%+30.3%
1Y+64.2%+18.9%+45.3%+43.0%
3Y+205.8%+74.1%+131.7%+95.8%
5Y+152.1%+66.9%+85.3%+65.1%
10Y+111.0%+228.3%-117.3%-16.6%
All+214.5%+639.1%-424.5%-17.0%

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