+182.7%
COR vs VIG
+62.2%
+120.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -3.9% | -1.2% | -2.7% | -3.3% |
| 30D | -0.3% | -2.8% | +2.5% | +1.0% |
| 3M | +15.9% | +2.5% | +13.4% | +14.5% |
| 6M | -10.3% | +8.1% | -18.4% | -13.6% |
| YTD | -3.7% | +9.6% | -13.3% | -7.9% |
| 1Y | +9.1% | +14.2% | -5.1% | +2.3% |
| 3Y | +86.6% | +56.1% | +30.5% | +45.9% |
| All | +182.7% | +62.2% | +120.5% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling