+310.1%
COP price history and return analytics
+217.6%
+92.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | -6.1% | -0.1% | -6.0% | -6.3% |
| 30D | +1.1% | -3.1% | +4.2% | +3.9% |
| 3M | +10.9% | -3.5% | +14.4% | +14.2% |
| 6M | +20.8% | +0.5% | +20.3% | +17.3% |
| YTD | +48.0% | +10.8% | +37.3% | +26.2% |
| 1Y | +58.5% | +11.9% | +46.6% | +33.3% |
| 3Y | +28.1% | +73.0% | -44.8% | -38.1% |
| 5Y | +120.5% | +58.6% | +61.8% | +17.6% |
| 10Y | +310.1% | +219.2% | +90.9% | -11.0% |
| All | +310.1% | +217.6% | +92.5% | -11.0% |
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