+24.8%
COOK price history and return analytics
+13.3%
+11.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.6% | -6.0% |
| 7D | +24.2% | -0.7% | +24.9% | +23.9% |
| 30D | +20.1% | -1.7% | +21.8% | +21.1% |
| 3M | -2.7% | -2.3% | -0.4% | -1.4% |
| 6M | +49.5% | +1.5% | +47.9% | +45.0% |
| YTD | +14.4% | +12.0% | +2.4% | +2.6% |
| 1Y | +24.8% | +12.9% | +12.0% | +9.8% |
| All | +24.8% | +13.3% | +11.6% | +9.8% |
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