+24.5%
COP vs VGT
+123.6%
-99.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -0.5% | +1.5% | -2.0% | -0.7% |
| 30D | +11.7% | +0.5% | +11.2% | +11.6% |
| 3M | +17.7% | +5.3% | +12.4% | +16.2% |
| 6M | +18.3% | +32.4% | -14.1% | +9.7% |
| YTD | +49.1% | +28.6% | +20.5% | +39.1% |
| 1Y | +53.3% | +37.6% | +15.7% | +39.3% |
| All | +24.5% | +123.6% | -99.1% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling