+21.6%
COPX vs VTEB
+0.7%
+20.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -7.0% |
| 7D | -7.5% | +1.2% | -8.7% | -11.0% |
| 30D | -18.6% | +4.2% | -22.8% | -29.7% |
| 3M | -19.0% | -0.5% | -18.5% | -9.5% |
| 6M | -9.9% | -0.6% | -9.3% | +1.7% |
| YTD | -1.8% | +0.3% | -2.1% | +14.2% |
| 1Y | +21.6% | +0.8% | +20.8% | +41.4% |
| All | +21.6% | +0.7% | +20.9% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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