+2,187.4%
COST price history and return analytics
+357.8%
+1,829.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | +2.5% | +2.9% | -0.4% | +0.8% |
| 30D | +14.6% | -2.5% | +17.1% | +16.0% |
| 3M | +15.2% | -3.3% | +18.5% | +17.1% |
| 6M | +7.2% | +1.5% | +5.7% | +5.5% |
| YTD | +27.4% | +11.4% | +16.0% | +18.1% |
| 1Y | +20.2% | +11.9% | +8.3% | +11.0% |
| 3Y | +96.9% | +73.9% | +23.0% | +38.8% |
| 5Y | +122.8% | +57.9% | +64.9% | +66.2% |
| 10Y | +764.3% | +222.6% | +541.6% | +324.6% |
| All | +2,187.4% | +357.8% | +1,829.6% | +732.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling