+376.8%
V vs COP
+338.9%
+37.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -1.1% | -0.8% | -0.2% | -0.9% |
| 30D | +1.9% | +15.6% | -13.7% | -2.0% |
| 3M | +15.5% | +14.3% | +1.2% | +11.1% |
| 6M | +16.6% | +17.0% | -0.4% | +11.1% |
| YTD | +5.7% | +47.4% | -41.7% | -5.7% |
| 1Y | +8.6% | +52.4% | -43.8% | -4.4% |
| 3Y | +52.5% | +20.8% | +31.7% | +40.3% |
| 5Y | +67.1% | +191.7% | -124.6% | +13.3% |
| 10Y | +376.8% | +325.1% | +51.7% | +173.5% |
| All | +376.8% | +338.9% | +37.9% | +173.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 10y: compounded portfolio wealth divided by compounded COP 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…
10y analysis · Full analysis span regression · 6 months rolling