+73.7%
COPA vs VOO
+36.0%
+37.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.7% |
| 7D | +1.2% | +3.3% | -2.1% | -3.2% |
| 30D | -15.3% | -2.7% | -12.6% | -11.7% |
| 3M | -19.3% | -1.7% | -17.6% | -17.0% |
| 6M | -17.8% | +3.1% | -21.0% | -20.0% |
| YTD | +1.3% | +11.9% | -10.7% | -10.3% |
| 1Y | +20.1% | +12.1% | +8.1% | +6.4% |
| All | +73.7% | +36.0% | +37.7% | +28.2% |
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