-7.4%
COPZ vs VOO
+12.6%
-20.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.5% | +11.0% |
| 7D | +11.3% | +0.5% | +10.7% | +7.7% |
| 30D | +11.8% | -0.9% | +12.8% | +17.2% |
| 3M | +22.1% | +3.9% | +18.2% | +0.7% |
| 6M | +12.5% | +14.5% | -2.0% | -38.5% |
| All | -7.4% | +12.6% | -20.0% | -42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling