+26.4%
V vs COP
+61.6%
-35.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +2.2% | -11.5% | +13.7% | +1.7% |
| 30D | +13.6% | +5.0% | +8.6% | +13.4% |
| 3M | +14.3% | +17.5% | -3.2% | +14.7% |
| 6M | +33.1% | +16.2% | +16.9% | +33.6% |
| YTD | +21.2% | +48.8% | -27.5% | +24.5% |
| 1Y | +26.4% | +64.1% | -37.7% | +31.4% |
| All | +26.4% | +61.6% | -35.1% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling