+340.2%
COP price history and return analytics
+222.7%
+117.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.8% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | +11.7% | -0.7% | +12.4% | +12.3% |
| 3M | +17.7% | +4.0% | +13.7% | +11.4% |
| 6M | +18.3% | +12.3% | +6.0% | +0.7% |
| YTD | +49.1% | +14.0% | +35.0% | +24.2% |
| 1Y | +53.3% | +20.3% | +33.0% | +19.4% |
| 3Y | +22.2% | +75.4% | -53.3% | -41.4% |
| 5Y | +193.3% | +66.0% | +127.3% | +49.1% |
| 10Y | +340.2% | +228.2% | +112.0% | -7.5% |
| All | +340.2% | +222.7% | +117.6% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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