+395.2%
COR vs VEU
+155.0%
+240.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.3% |
| 7D | -2.8% | -1.4% | -1.4% | -2.2% |
| 30D | +2.6% | -0.4% | +3.0% | +2.7% |
| 3M | +14.5% | +2.5% | +11.9% | +12.6% |
| 6M | -7.8% | +11.1% | -19.0% | -13.9% |
| YTD | -4.2% | +16.5% | -20.7% | -13.0% |
| 1Y | +7.0% | +22.9% | -15.9% | -5.9% |
| 3Y | +85.5% | +73.4% | +12.1% | +29.7% |
| 5Y | +181.2% | +56.1% | +125.1% | +109.8% |
| All | +395.2% | +155.0% | +240.2% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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