-91.4%
COSM price history and return analytics
+53.4%
-144.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +4.9% | +6.1% |
| 7D | -1.0% | -2.3% | +1.3% | -13.1% |
| 30D | -5.0% | -5.0% | 0.0% | -25.2% |
| 3M | +38.0% | -4.9% | +42.9% | +8.0% |
| 6M | -13.4% | -1.5% | -11.8% | -26.8% |
| YTD | -38.8% | +8.5% | -47.2% | -30.2% |
| 1Y | -54.7% | +11.4% | -66.1% | -43.0% |
| 3Y | -71.5% | +70.1% | -141.6% | +72.2% |
| All | -91.4% | +53.4% | -144.8% | -36.7% |
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