+140.3%
COPP vs VOO
+54.1%
+86.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.2% |
| 7D | +6.1% | -0.4% | +6.4% | +6.6% |
| 30D | +6.3% | -1.4% | +7.7% | +8.7% |
| 3M | +17.1% | +3.7% | +13.4% | +11.1% |
| 6M | +21.5% | +13.0% | +8.5% | +2.9% |
| YTD | +32.5% | +12.4% | +20.1% | +13.4% |
| 1Y | +87.2% | +18.6% | +68.6% | +50.1% |
| All | +140.3% | +54.1% | +86.2% | +46.1% |
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