+314.1%
VOO vs COP
+344.8%
-30.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -2.0% | +1.0% | -3.0% | -2.2% |
| 30D | -1.7% | +9.6% | -11.2% | -3.8% |
| 3M | +4.7% | +15.0% | -10.3% | +1.0% |
| 6M | +12.6% | +21.8% | -9.2% | +6.4% |
| YTD | +11.8% | +49.6% | -37.9% | +0.1% |
| 1Y | +17.5% | +49.9% | -32.3% | +4.9% |
| 3Y | +77.0% | +22.6% | +54.4% | +63.3% |
| 5Y | +82.6% | +193.6% | -111.0% | +29.2% |
| All | +314.1% | +344.8% | -30.8% | +153.4% |
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 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