-7.0%
COO price history and return analytics
+20.4%
-27.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.9% |
| 7D | -9.0% | -0.1% | -8.8% | -8.9% |
| 30D | -16.8% | -0.7% | -16.2% | -16.5% |
| 3M | -7.5% | +4.0% | -11.5% | -9.3% |
| 6M | -16.3% | +12.3% | -28.6% | -24.1% |
| YTD | -22.5% | +14.0% | -36.6% | -30.8% |
| 1Y | -7.0% | +20.3% | -27.3% | -22.9% |
| All | -7.0% | +20.4% | -27.4% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling