+1,700.2%
COR vs VOO
+803.9%
+896.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +2.9% | +3.3% | -0.4% | +0.8% |
| 30D | +5.8% | -2.7% | +8.5% | +7.7% |
| 3M | +11.4% | -1.7% | +13.2% | +12.6% |
| 6M | +34.5% | +3.1% | +31.3% | +31.2% |
| YTD | +4.1% | +11.9% | -7.9% | -4.2% |
| 1Y | -3.1% | +12.1% | -15.2% | -10.9% |
| 3Y | +80.9% | +78.6% | +2.3% | +16.3% |
| 5Y | +195.1% | +73.8% | +121.3% | +89.9% |
| 10Y | +492.7% | +312.3% | +180.4% | +89.7% |
| All | +1,700.2% | +803.9% | +896.3% | +199.4% |
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 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