+456.7%
COP vs VOO
+817.1%
-360.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +3.0% | +0.1% | +2.9% | +2.8% |
| 30D | +17.5% | +0.1% | +17.4% | +17.2% |
| 3M | +13.4% | +2.0% | +11.3% | +10.0% |
| 6M | +17.7% | +13.0% | +4.7% | +1.1% |
| YTD | +46.6% | +13.6% | +33.0% | +25.0% |
| 1Y | +44.6% | +20.1% | +24.5% | +15.7% |
| 3Y | +20.7% | +77.6% | -56.9% | -38.7% |
| 5Y | +185.0% | +82.4% | +102.6% | +36.6% |
| 10Y | +347.0% | +316.8% | +30.1% | -16.0% |
| All | +456.7% | +817.1% | -360.4% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling