+132.8%
COPA vs VOO
+36.6%
+96.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +5.3% | -0.4% | +5.6% | +5.7% |
| 30D | +6.9% | -1.4% | +8.3% | +8.9% |
| 3M | +19.8% | +3.7% | +16.1% | +14.5% |
| 6M | +24.6% | +13.0% | +11.5% | +8.2% |
| YTD | +35.7% | +12.4% | +23.3% | +18.9% |
| 1Y | +90.2% | +18.6% | +71.6% | +58.5% |
| All | +132.8% | +36.6% | +96.2% | +69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling