-93.6%
COSM price history and return analytics
+66.2%
-159.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.6% |
| 7D | +21.3% | +0.4% | +20.9% | +22.5% |
| 30D | +27.0% | +1.0% | +26.0% | +30.6% |
| 3M | +0.7% | +2.4% | -1.6% | +3.6% |
| 6M | -29.5% | +12.0% | -41.5% | -2.9% |
| YTD | -45.2% | +15.3% | -60.5% | -18.0% |
| 1Y | -57.1% | +22.6% | -79.7% | -19.6% |
| 3Y | -76.9% | +74.7% | -151.5% | +23.3% |
| All | -93.6% | +66.2% | -159.8% | -32.5% |
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