+122.5%
COST price history and return analytics
+57.5%
+65.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +4.6% | -0.1% | +4.7% | +4.5% |
| 30D | +12.8% | -3.1% | +15.8% | +14.7% |
| 3M | +12.1% | -3.5% | +15.6% | +14.2% |
| 6M | +6.0% | +0.5% | +5.5% | +4.7% |
| YTD | +24.4% | +10.8% | +13.6% | +13.8% |
| 1Y | +17.1% | +11.9% | +5.2% | +6.3% |
| 3Y | +92.2% | +73.0% | +19.2% | +20.2% |
| 5Y | +122.5% | +58.6% | +63.9% | +50.1% |
| All | +122.5% | +57.5% | +65.0% | +50.1% |
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