-94.7%
COOK price history and return analytics
+64.3%
-159.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.5% |
| 7D | -13.2% | +2.4% | -15.6% | -16.4% |
| 30D | +26.1% | -1.5% | +27.7% | +27.1% |
| 3M | -1.7% | -4.1% | +2.4% | +3.7% |
| 6M | +39.6% | +0.6% | +39.0% | +34.8% |
| YTD | +7.8% | +11.0% | -3.2% | -13.6% |
| 1Y | +24.8% | +13.3% | +11.5% | -3.3% |
| 3Y | -47.5% | +73.4% | -120.9% | -80.9% |
| 5Y | -94.1% | +57.4% | -151.5% | -97.1% |
| All | -94.7% | +64.3% | -159.0% | -97.6% |
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