+132.7%
COPA vs VOO
+37.2%
+95.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.5% |
| 7D | +6.0% | +0.5% | +5.4% | +5.1% |
| 30D | +8.5% | -0.9% | +9.4% | +9.9% |
| 3M | +19.6% | +3.9% | +15.7% | +14.0% |
| 6M | +25.9% | +14.5% | +11.3% | +7.7% |
| YTD | +35.6% | +13.0% | +22.7% | +18.2% |
| 1Y | +90.2% | +19.4% | +70.8% | +57.2% |
| All | +132.7% | +37.2% | +95.5% | +68.8% |
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