+127.5%
COPP vs VOO
+55.7%
+71.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.1% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +3.1% | +0.1% | +3.1% | +3.1% |
| 3M | -0.5% | +2.0% | -2.6% | -2.9% |
| 6M | +5.6% | +13.0% | -7.5% | -10.7% |
| YTD | +25.5% | +13.6% | +11.9% | +5.7% |
| 1Y | +82.1% | +20.1% | +62.0% | +43.3% |
| All | +127.5% | +55.7% | +71.8% | +36.2% |
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