-3.1%
COR vs VG
+71.2%
-74.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.9% | -0.1% |
| 7D | +2.9% | +15.1% | -12.2% | +3.1% |
| 30D | +5.8% | -4.2% | +10.0% | +5.8% |
| 3M | +11.4% | -3.1% | +14.5% | +11.4% |
| 6M | +34.5% | +0.3% | +34.1% | +34.3% |
| YTD | +4.1% | +95.5% | -91.4% | +5.5% |
| 1Y | -3.1% | +64.4% | -67.6% | -2.4% |
| All | -3.1% | +71.2% | -74.3% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling