+194.5%
COPX vs VLTO
+26.2%
+168.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | +5.8% | -1.6% | +7.3% | +6.2% |
| 30D | +7.2% | -2.9% | +10.1% | +8.0% |
| 3M | +16.5% | +12.7% | +3.8% | +11.6% |
| 6M | +18.4% | +1.6% | +16.9% | +17.7% |
| YTD | +31.9% | -4.0% | +35.9% | +33.3% |
| 1Y | +88.5% | -10.2% | +98.6% | +95.0% |
| All | +194.5% | +26.2% | +168.4% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling