+76.9%
COR vs VCIT
+19.8%
+57.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.3% | -4.1% |
| 7D | +2.8% | +0.5% | +2.3% | +2.6% |
| 30D | +7.4% | +2.1% | +5.3% | +6.7% |
| 3M | +7.3% | -1.6% | +8.9% | +7.7% |
| 6M | +11.5% | -1.6% | +13.1% | +11.9% |
| YTD | +1.2% | -1.5% | +2.7% | +1.6% |
| 1Y | -3.3% | -0.4% | -2.9% | -3.3% |
| All | +76.9% | +19.8% | +57.1% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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