+124.8%
VGT vs COPX
+149.4%
-24.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -2.3% | +2.2% | +0.5% |
| 30D | -0.4% | +0.3% | -0.7% | -0.8% |
| 3M | +4.4% | +6.8% | -2.4% | +1.4% |
| 6M | +32.1% | +7.9% | +24.1% | +26.8% |
| YTD | +28.8% | +23.7% | +5.0% | +16.3% |
| 1Y | +35.3% | +71.5% | -36.2% | +8.0% |
| 3Y | +124.8% | +149.1% | -24.3% | +52.6% |
| All | +124.8% | +149.4% | -24.6% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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