+13.9%
COR vs VSH
+118.1%
-104.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -1.5% |
| 7D | +2.8% | +4.1% | -1.3% | +3.1% |
| 30D | +4.5% | -4.2% | +8.7% | +4.3% |
| 3M | +22.7% | -50.0% | +72.6% | +19.0% |
| 6M | -9.7% | +80.2% | -89.9% | -12.9% |
| YTD | -1.4% | +121.1% | -122.5% | -2.8% |
| 1Y | +13.9% | +112.0% | -98.1% | +10.3% |
| All | +13.9% | +118.1% | -104.2% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling