+480.7%
COP vs VOO
+803.9%
-323.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +3.4% | +3.3% | +0.1% | -0.1% |
| 30D | -0.6% | -2.7% | +2.1% | +1.7% |
| 3M | +10.8% | -1.7% | +12.5% | +11.8% |
| 6M | +19.6% | +3.1% | +16.5% | +13.7% |
| YTD | +52.9% | +11.9% | +41.0% | +31.4% |
| 1Y | +62.2% | +12.1% | +50.1% | +39.0% |
| 3Y | +32.4% | +78.6% | -46.2% | -33.7% |
| 5Y | +129.7% | +73.8% | +55.9% | +15.8% |
| 10Y | +331.8% | +312.3% | +19.5% | -18.6% |
| All | +480.7% | +803.9% | -323.2% | -51.7% |
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