+18.3%
COSW price history and return analytics
+13.3%
+5.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.3% | +2.7% |
| 7D | +4.4% | -0.7% | +5.1% | +4.1% |
| 30D | +16.0% | -1.7% | +17.7% | +15.5% |
| 3M | +17.3% | -2.3% | +19.6% | +16.6% |
| 6M | +8.5% | +1.5% | +7.0% | +8.8% |
| YTD | +28.0% | +12.0% | +15.9% | +26.9% |
| 1Y | +18.3% | +12.9% | +5.4% | +17.4% |
| All | +18.3% | +13.3% | +5.0% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling