+492.2%
COR vs VOO
+309.6%
+182.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.2% |
| 7D | +7.8% | +2.6% | +5.3% | +6.2% |
| 30D | +7.0% | -2.0% | +9.0% | +8.3% |
| 3M | +16.3% | -2.8% | +19.0% | +18.2% |
| 6M | +41.3% | +2.2% | +39.1% | +38.8% |
| YTD | +7.1% | +11.5% | -4.4% | -0.7% |
| 1Y | -0.8% | +13.5% | -14.3% | -9.1% |
| 3Y | +85.0% | +78.1% | +6.9% | +20.4% |
| 5Y | +203.9% | +73.1% | +130.7% | +98.9% |
| All | +492.2% | +309.6% | +182.5% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling