+127.6%
COPX vs VLTO
+70.6%
+57.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.2% | -2.7% |
| 7D | -2.8% | +1.0% | -3.8% | -3.0% |
| 30D | -14.3% | +17.5% | -31.8% | -17.6% |
| 3M | -19.0% | +21.4% | -40.4% | -22.9% |
| 6M | -24.4% | +38.1% | -62.5% | -31.4% |
| YTD | -3.2% | +19.0% | -22.3% | -7.3% |
| 1Y | +15.2% | +20.7% | -5.5% | +9.5% |
| 3Y | +127.6% | +64.3% | +63.4% | +104.8% |
| All | +127.6% | +70.6% | +57.0% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling