+213.4%
COPX vs VOO
+817.1%
-603.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.1% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | +4.5% | +0.1% | +4.5% | +4.5% |
| 3M | +0.8% | +2.0% | -1.2% | -1.0% |
| 6M | +3.2% | +13.0% | -9.8% | -10.7% |
| YTD | +26.7% | +13.6% | +13.1% | +9.2% |
| 1Y | +85.7% | +20.1% | +65.6% | +49.4% |
| 3Y | +151.2% | +77.6% | +73.6% | +20.2% |
| 5Y | +170.0% | +82.4% | +87.5% | +23.3% |
| 10Y | +572.9% | +316.8% | +256.1% | -9.2% |
| All | +213.4% | +817.1% | -603.7% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling