+82.3%
VOO vs COP
+195.6%
-113.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | -0.4% | -0.5% | +0.1% | -0.3% |
| 30D | -1.4% | +11.7% | -13.1% | -3.2% |
| 3M | +3.7% | +17.7% | -14.0% | +0.7% |
| 6M | +13.0% | +18.3% | -5.3% | +9.1% |
| YTD | +12.4% | +49.1% | -36.6% | +3.4% |
| 1Y | +18.6% | +53.3% | -34.7% | +8.1% |
| 3Y | +78.1% | +22.2% | +55.9% | +67.0% |
| 5Y | +82.3% | +193.3% | -111.0% | +40.5% |
| All | +82.3% | +195.6% | -113.3% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling