-42.2%
COO price history and return analytics
+53.4%
-95.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -2.0% |
| 7D | +4.7% | -2.3% | +7.0% | +6.9% |
| 30D | +13.9% | -5.0% | +18.9% | +19.1% |
| 3M | -14.9% | -4.9% | -10.1% | -11.1% |
| 6M | +2.0% | -1.5% | +3.6% | +2.4% |
| YTD | -23.9% | +8.5% | -32.4% | -30.8% |
| 1Y | -9.6% | +11.4% | -21.0% | -20.0% |
| 3Y | -25.4% | +70.1% | -95.5% | -58.1% |
| All | -42.2% | +53.4% | -95.6% | -64.9% |
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 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