+45.2%
COO price history and return analytics
+221.4%
-176.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.3% |
| 7D | -2.3% | +1.0% | -3.3% | -3.2% |
| 30D | -8.8% | -0.2% | -8.6% | -8.6% |
| 3M | +1.3% | +4.5% | -3.2% | -3.0% |
| 6M | -11.6% | +14.1% | -25.6% | -22.5% |
| YTD | -17.4% | +14.8% | -32.2% | -28.0% |
| 1Y | -1.6% | +21.2% | -22.8% | -18.6% |
| 3Y | -22.6% | +76.6% | -99.2% | -55.4% |
| 5Y | -40.3% | +66.6% | -106.9% | -63.7% |
| 10Y | +45.2% | +222.3% | -177.1% | -51.6% |
| All | +45.2% | +221.4% | -176.2% | -51.6% |
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