+40.9%
COO price history and return analytics
+223.7%
-182.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.2% |
| 7D | +4.3% | +0.4% | +3.9% | +3.9% |
| 30D | +17.6% | -2.6% | +20.2% | +20.2% |
| 3M | -13.9% | -3.2% | -10.6% | -11.4% |
| 6M | +6.6% | +0.9% | +5.6% | +4.6% |
| YTD | -22.0% | +11.3% | -33.3% | -30.2% |
| 1Y | -8.8% | +14.0% | -22.8% | -20.2% |
| 3Y | -21.5% | +75.8% | -97.3% | -54.7% |
| 5Y | -41.0% | +57.8% | -98.8% | -62.4% |
| 10Y | +40.9% | +219.8% | -178.9% | -55.2% |
| All | +40.9% | +223.7% | -182.8% | -55.2% |
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