+24.9%
COP vs VOO
+75.9%
-51.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +1.0% | -2.0% | +3.0% | +1.9% |
| 30D | +9.6% | -1.7% | +11.2% | +10.3% |
| 3M | +15.0% | +4.7% | +10.3% | +11.9% |
| 6M | +21.8% | +12.6% | +9.2% | +12.8% |
| YTD | +49.6% | +11.8% | +37.9% | +39.2% |
| 1Y | +49.9% | +17.5% | +32.3% | +34.0% |
| All | +24.9% | +75.9% | -51.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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