+194.9%
COR vs VO
+36.5%
+158.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.4% | -0.2% | +2.6% | +2.5% |
| 30D | +7.7% | +0.5% | +7.2% | +7.6% |
| 3M | +7.5% | -1.1% | +8.6% | +7.8% |
| 6M | +34.1% | +6.4% | +27.7% | +31.8% |
| YTD | +3.9% | +13.5% | -9.7% | +0.2% |
| 1Y | -3.6% | +13.6% | -17.2% | -7.1% |
| 3Y | +80.5% | +65.2% | +15.3% | +53.0% |
| 5Y | +194.9% | +37.7% | +157.1% | +167.8% |
| All | +194.9% | +36.5% | +158.3% | +167.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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