+32.2%
COPX vs VO
+16.3%
+15.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +2.0% |
| 7D | -3.0% | +1.0% | -3.9% | -5.0% |
| 30D | -13.6% | +2.6% | -16.3% | -18.4% |
| 3M | -11.2% | -0.3% | -11.0% | -10.6% |
| 6M | -2.4% | +7.6% | -10.0% | -16.1% |
| YTD | +4.2% | +14.7% | -10.5% | -20.4% |
| 1Y | +32.2% | +16.4% | +15.7% | -1.1% |
| All | +32.2% | +16.3% | +15.9% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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