+60.7%
COP vs VG
+47.2%
+13.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.7% | +2.5% | -3.4% |
| 7D | -8.1% | -16.4% | +8.2% | -4.5% |
| 30D | +6.7% | -10.8% | +17.4% | +9.2% |
| 3M | +16.9% | -6.3% | +23.2% | +18.1% |
| 6M | +11.2% | -12.5% | +23.7% | +12.7% |
| YTD | +49.5% | +76.9% | -27.4% | +42.5% |
| 1Y | +60.7% | +51.8% | +8.9% | +53.1% |
| All | +60.7% | +47.2% | +13.5% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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