+78.9%
VOO vs COP
+20.8%
+58.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.6% |
| 7D | +0.5% | -0.8% | +1.4% | +0.6% |
| 30D | -0.9% | +15.6% | -16.5% | -2.7% |
| 3M | +3.9% | +14.3% | -10.5% | +2.1% |
| 6M | +14.5% | +17.0% | -2.4% | +11.5% |
| YTD | +13.0% | +47.4% | -34.5% | +4.5% |
| 1Y | +19.4% | +52.4% | -33.0% | +9.4% |
| 3Y | +78.9% | +20.8% | +58.0% | +65.7% |
| All | +78.9% | +20.8% | +58.1% | +65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling