+90.2%
COPX vs VLTO
-10.6%
+100.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.8% | +1.0% |
| 7D | +6.0% | -2.6% | +8.5% | +6.1% |
| 30D | +6.4% | -2.5% | +8.9% | +6.5% |
| 3M | +19.3% | +10.1% | +9.2% | +17.9% |
| 6M | +16.2% | +1.0% | +15.2% | +17.7% |
| YTD | +33.2% | -4.8% | +37.9% | +34.4% |
| 1Y | +90.2% | -9.3% | +99.6% | +94.8% |
| All | +90.2% | -10.6% | +100.8% | +94.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling