+11.4%
COTG price history and return analytics
+15.5%
-4.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.7% |
| 7D | +4.5% | +2.9% | +1.6% | +5.5% |
| 30D | +29.5% | -2.5% | +32.0% | +28.3% |
| 3M | +27.6% | -3.3% | +31.0% | +26.1% |
| 6M | +5.9% | +1.5% | +4.4% | +6.3% |
| YTD | +42.3% | +11.4% | +30.9% | +41.3% |
| 1Y | +24.1% | +11.9% | +12.2% | +22.2% |
| All | +11.4% | +15.5% | -4.1% | +9.4% |
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 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