+139.1%
COPP price history and return analytics
+55.3%
+83.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +6.1% |
| 7D | +6.7% | +1.0% | +5.7% | +4.6% |
| 30D | +7.2% | -0.2% | +7.5% | +7.7% |
| 3M | +15.3% | +4.5% | +10.7% | +6.6% |
| 6M | +23.1% | +14.1% | +9.0% | -0.8% |
| YTD | +31.9% | +14.8% | +17.1% | +6.1% |
| 1Y | +86.4% | +21.2% | +65.2% | +38.2% |
| All | +139.1% | +55.3% | +83.8% | +29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling