+121.6%
COPX vs VLTO
+55.4%
+66.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -3.0% |
| 7D | +1.1% | +0.8% | +0.3% | +0.9% |
| 30D | -15.9% | +18.7% | -34.6% | -19.4% |
| 3M | -19.6% | +21.7% | -41.3% | -23.5% |
| 6M | -21.5% | +35.8% | -57.4% | -28.2% |
| YTD | -0.8% | +18.3% | -19.0% | -4.9% |
| 1Y | +15.2% | +20.9% | -5.7% | +9.3% |
| 3Y | +134.7% | +68.8% | +65.9% | +104.7% |
| All | +121.6% | +55.4% | +66.2% | +97.3% |
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