-93.2%
COOK price history and return analytics
+57.4%
-150.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +2.6% | +5.2% | +3.5% |
| 7D | +38.3% | +0.4% | +37.9% | +35.1% |
| 30D | +40.1% | -2.6% | +42.7% | +44.1% |
| 3M | +17.9% | -3.2% | +21.1% | +22.3% |
| 6M | +65.0% | +0.9% | +64.0% | +58.4% |
| YTD | +33.9% | +11.3% | +22.6% | +7.1% |
| 1Y | +78.5% | +14.0% | +64.5% | +37.6% |
| 3Y | -38.5% | +75.8% | -114.3% | -78.0% |
| 5Y | -93.2% | +57.8% | -151.1% | -96.9% |
| All | -93.2% | +57.4% | -150.6% | -96.9% |
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