+606.1%
COST price history and return analytics
+229.8%
+376.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.3% |
| 7D | -1.2% | -1.1% | -0.1% | -0.5% |
| 30D | -4.7% | -1.0% | -3.7% | -4.2% |
| 3M | -7.1% | +3.2% | -10.3% | -9.3% |
| 6M | -8.5% | +12.5% | -21.0% | -16.1% |
| YTD | +5.4% | +14.1% | -8.7% | -4.4% |
| 1Y | -5.6% | +18.9% | -24.5% | -17.0% |
| 3Y | +68.5% | +74.1% | -5.6% | +12.8% |
| 5Y | +105.2% | +66.9% | +38.4% | +40.7% |
| All | +606.1% | +229.8% | +376.3% | +224.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling