+32.0%
COOK price history and return analytics
+12.0%
+20.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -9.4% |
| 7D | +28.4% | -0.1% | +28.5% | +26.6% |
| 30D | +26.6% | -3.1% | +29.7% | +28.8% |
| 3M | +6.6% | -3.5% | +10.1% | +8.8% |
| 6M | +49.1% | +0.5% | +48.6% | +45.4% |
| YTD | +21.0% | +10.8% | +10.2% | +9.2% |
| All | +32.0% | +12.0% | +20.0% | +16.8% |
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