+475.2%
COR vs VEU
+150.0%
+325.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.3% |
| 7D | +2.9% | +2.4% | +0.5% | +1.7% |
| 30D | +5.8% | -2.0% | +7.8% | +6.9% |
| 3M | +11.4% | -5.1% | +16.6% | +14.2% |
| 6M | +34.5% | -0.7% | +35.2% | +33.9% |
| YTD | +4.1% | +11.0% | -6.9% | -3.4% |
| 1Y | -3.1% | +12.4% | -15.5% | -10.7% |
| 3Y | +80.9% | +69.8% | +11.1% | +26.8% |
| 5Y | +195.1% | +48.2% | +146.9% | +125.6% |
| All | +475.2% | +150.0% | +325.1% | +209.1% |
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