+149.3%
COPX vs VEU
+72.0%
+77.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.3% | -5.7% | -4.5% |
| 7D | -2.9% | -1.9% | -1.0% | +0.8% |
| 30D | 0.0% | -0.7% | +0.8% | +1.6% |
| 3M | +14.8% | +4.9% | +9.9% | +5.9% |
| 6M | +7.0% | +9.8% | -2.8% | -7.8% |
| YTD | +23.8% | +15.3% | +8.5% | -1.0% |
| 1Y | +75.7% | +23.0% | +52.7% | +26.1% |
| All | +149.3% | +72.0% | +77.4% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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