+1,696.7%
COR vs VOO
+795.4%
+901.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +2.4% | -0.6% | +3.0% | +2.9% |
| 30D | +7.7% | -3.6% | +11.3% | +10.2% |
| 3M | +7.5% | -2.7% | +10.2% | +9.3% |
| 6M | +34.1% | +2.2% | +31.9% | +31.5% |
| YTD | +3.9% | +10.9% | -7.0% | -3.8% |
| 1Y | -3.6% | +11.3% | -15.0% | -11.0% |
| 3Y | +80.5% | +76.9% | +3.6% | +16.7% |
| 5Y | +194.9% | +73.5% | +121.3% | +89.6% |
| 10Y | +486.6% | +307.7% | +178.9% | +89.1% |
| All | +1,696.7% | +795.4% | +901.3% | +200.7% |
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