-53.3%
COPZ vs VOO
+11.2%
-64.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -2.9% |
| 7D | -6.0% | +2.6% | -8.6% | -16.5% |
| 30D | -29.1% | -2.0% | -27.1% | -20.4% |
| 3M | -40.1% | -2.8% | -37.4% | -29.0% |
| 6M | -54.1% | +2.2% | -56.2% | -55.7% |
| All | -53.3% | +11.2% | -64.5% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling