+71.5%
COPX vs VCLT
-4.4%
+75.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.2% |
| 7D | -2.3% | -1.4% | -1.0% | +0.4% |
| 30D | +0.3% | -1.2% | +1.4% | +2.7% |
| 3M | +6.8% | -4.8% | +11.6% | +17.7% |
| 6M | +7.9% | -2.6% | +10.5% | +15.1% |
| YTD | +23.7% | -3.3% | +27.1% | +32.8% |
| 1Y | +71.5% | -4.8% | +76.4% | +86.4% |
| All | +71.5% | -4.4% | +75.9% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling