+209.1%
COPJ vs VT
+75.0%
+134.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | +0.4% | -3.4% | -3.6% |
| 30D | +6.4% | +1.0% | +5.5% | +4.9% |
| 3M | +1.3% | +2.4% | -1.1% | -1.4% |
| 6M | -1.7% | +12.0% | -13.7% | -15.2% |
| YTD | +17.0% | +15.3% | +1.6% | -2.4% |
| 1Y | +90.6% | +22.6% | +68.0% | +47.7% |
| All | +209.1% | +75.0% | +134.2% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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