+1,605.2%
COR vs VOO
+817.1%
+788.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +4.5% | +0.1% | +4.5% | +4.4% |
| 3M | +22.7% | +2.0% | +20.7% | +20.6% |
| 6M | -9.7% | +13.0% | -22.8% | -17.3% |
| YTD | -1.4% | +13.6% | -15.0% | -10.1% |
| 1Y | +13.9% | +20.1% | -6.1% | -0.1% |
| 3Y | +94.0% | +77.6% | +16.4% | +25.2% |
| 5Y | +184.0% | +82.4% | +101.6% | +76.1% |
| 10Y | +406.8% | +316.8% | +89.9% | +61.2% |
| All | +1,605.2% | +817.1% | +788.1% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling