+9.8%
COSW price history and return analytics
+11.3%
-1.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.1% |
| 7D | +4.3% | -2.3% | +6.6% | +3.8% |
| 30D | +13.6% | -5.0% | +18.6% | +12.4% |
| 3M | +12.0% | -4.9% | +16.9% | +10.8% |
| 6M | +4.6% | -1.5% | +6.1% | +4.2% |
| YTD | +22.9% | +8.5% | +14.4% | +21.7% |
| 1Y | +12.6% | +11.4% | +1.3% | +11.3% |
| All | +9.8% | +11.3% | -1.5% | +8.3% |
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