+3,618.8%
COR vs VNQ
+387.0%
+3,231.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -3.9% | -0.9% | -3.0% | -3.6% |
| 30D | -0.3% | -2.2% | +1.9% | +0.3% |
| 3M | +15.9% | -1.9% | +17.8% | +16.5% |
| 6M | -10.3% | +3.2% | -13.5% | -11.3% |
| YTD | -3.7% | +9.4% | -13.1% | -6.5% |
| 1Y | +9.1% | +7.5% | +1.6% | +6.4% |
| 3Y | +86.6% | +31.1% | +55.5% | +69.0% |
| 5Y | +180.9% | +6.6% | +174.4% | +169.6% |
| 10Y | +407.4% | +63.9% | +343.5% | +323.6% |
| All | +3,618.8% | +387.0% | +3,231.9% | +1,848.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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