+3,652.9%
COR vs VO
+827.2%
+2,825.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.7% |
| 7D | +2.8% | -0.3% | +3.0% | +2.9% |
| 30D | +4.5% | -0.3% | +4.9% | +4.7% |
| 3M | +22.7% | +2.9% | +19.7% | +20.4% |
| 6M | -9.7% | +9.3% | -19.1% | -14.5% |
| YTD | -1.4% | +14.2% | -15.6% | -9.1% |
| 1Y | +13.9% | +15.3% | -1.3% | +4.4% |
| 3Y | +94.0% | +56.2% | +37.7% | +45.6% |
| 5Y | +184.0% | +42.4% | +141.6% | +121.1% |
| 10Y | +406.8% | +194.7% | +212.0% | +153.1% |
| All | +3,652.9% | +827.2% | +2,825.6% | +794.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling