+204.5%
COPJ vs VOO
+75.9%
+128.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.2% | -6.1% |
| 7D | -2.2% | -2.0% | -0.2% | +0.3% |
| 30D | +0.2% | -1.7% | +1.8% | +2.4% |
| 3M | +17.4% | +4.7% | +12.7% | +11.3% |
| 6M | +3.3% | +12.6% | -9.3% | -8.6% |
| YTD | +14.6% | +11.8% | +2.8% | +2.3% |
| 1Y | +81.7% | +17.5% | +64.2% | +55.0% |
| All | +204.5% | +75.9% | +128.6% | +73.3% |
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