+115.7%
COPX vs VT
+53.4%
+62.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.1% |
| 7D | -1.0% | -2.3% | +1.3% | +2.8% |
| 30D | -14.8% | -5.0% | -9.8% | -7.4% |
| 3M | -17.2% | -4.9% | -12.4% | -10.1% |
| 6M | -14.5% | -1.5% | -12.9% | -10.5% |
| YTD | -0.4% | +8.5% | -8.9% | -8.0% |
| 1Y | +21.9% | +11.4% | +10.5% | +8.8% |
| 3Y | +123.7% | +70.1% | +53.7% | +16.2% |
| All | +115.7% | +53.4% | +62.3% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling