+87.4%
COR vs VOO
+79.1%
+8.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | -1.9% | +0.5% | -2.4% | -1.9% |
| 30D | +1.5% | -0.9% | +2.5% | +1.5% |
| 3M | +18.7% | +3.9% | +14.8% | +18.8% |
| 6M | -9.0% | +14.5% | -23.6% | -9.4% |
| YTD | -3.3% | +13.0% | -16.2% | -3.6% |
| 1Y | +9.8% | +19.4% | -9.6% | +9.4% |
| 3Y | +87.4% | +78.9% | +8.5% | +85.5% |
| All | +87.4% | +79.1% | +8.2% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling