+1,952.0%
COR vs VEU
+174.2%
+1,777.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | +2.4% | +0.5% | +1.9% | +2.2% |
| 30D | +7.7% | -2.3% | +10.0% | +8.9% |
| 3M | +7.5% | -4.4% | +11.9% | +9.7% |
| 6M | +34.1% | -2.2% | +36.3% | +34.6% |
| YTD | +3.9% | +10.9% | -7.1% | -2.5% |
| 1Y | -3.6% | +13.4% | -17.0% | -10.5% |
| 3Y | +80.5% | +69.7% | +10.8% | +35.2% |
| 5Y | +194.9% | +50.0% | +144.9% | +132.5% |
| 10Y | +486.6% | +145.8% | +340.9% | +260.8% |
| All | +1,952.0% | +174.2% | +1,777.8% | +971.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling