+104.7%
COST price history and return analytics
+63.7%
+41.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.5% |
| 7D | -2.5% | -2.0% | -0.5% | -1.2% |
| 30D | -4.4% | -1.4% | -3.0% | -3.6% |
| 3M | -8.1% | +4.7% | -12.8% | -11.2% |
| 6M | -9.2% | +11.4% | -20.6% | -16.6% |
| YTD | +5.1% | +13.1% | -8.0% | -4.7% |
| 1Y | -5.1% | +19.0% | -24.1% | -17.6% |
| 3Y | +70.4% | +73.9% | -3.6% | +6.9% |
| 5Y | +104.7% | +65.4% | +39.3% | +34.2% |
| All | +104.7% | +63.7% | +41.0% | +34.2% |
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