+101.5%
COWG price history and return analytics
+100.1%
+1.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -0.2% | +1.0% | -1.2% | -1.4% |
| 30D | +1.2% | -0.2% | +1.5% | +1.5% |
| 3M | +3.1% | +4.5% | -1.4% | -2.1% |
| 6M | +14.9% | +14.1% | +0.8% | -2.0% |
| YTD | +12.2% | +14.8% | -2.6% | -5.0% |
| 1Y | +10.8% | +21.2% | -10.4% | -12.3% |
| 3Y | +79.0% | +76.6% | +2.4% | -8.2% |
| All | +101.5% | +100.1% | +1.4% | -9.3% |
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