+53.3%
COP vs VUG
+13.3%
+40.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +0.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.4% |
| 30D | +11.7% | -1.7% | +13.4% | +10.9% |
| 3M | +17.7% | +2.8% | +14.9% | +19.6% |
| 6M | +18.3% | +13.6% | +4.7% | +25.3% |
| YTD | +49.1% | +8.1% | +41.0% | +57.3% |
| 1Y | +53.3% | +13.1% | +40.2% | +70.1% |
| All | +53.3% | +13.3% | +40.1% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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