+2,132.8%
COST price history and return analytics
+355.4%
+1,777.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +4.6% | -0.1% | +4.7% | +4.6% |
| 30D | +12.8% | -3.1% | +15.8% | +14.5% |
| 3M | +12.1% | -3.5% | +15.6% | +14.1% |
| 6M | +6.0% | +0.5% | +5.5% | +4.9% |
| YTD | +24.4% | +10.8% | +13.6% | +15.6% |
| 1Y | +17.1% | +11.9% | +5.2% | +8.2% |
| 3Y | +92.2% | +73.0% | +19.2% | +35.9% |
| 5Y | +122.5% | +58.6% | +63.9% | +65.5% |
| 10Y | +758.9% | +219.2% | +539.7% | +324.5% |
| All | +2,132.8% | +355.4% | +1,777.4% | +715.3% |
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 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