+189.9%
COPJ vs VOO
+91.6%
+98.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.3% |
| 3M | +17.4% | +4.7% | +12.7% | +11.3% |
| 6M | +3.3% | +12.6% | -9.3% | -8.7% |
| YTD | +14.6% | +11.8% | +2.8% | +2.2% |
| 1Y | +81.7% | +17.5% | +64.2% | +54.5% |
| 3Y | +208.6% | +77.0% | +131.6% | +65.9% |
| All | +189.9% | +91.6% | +98.4% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling