-0.8%
COR vs VSH
+92.4%
-93.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.2% | +7.2% | +2.7% |
| 7D | +7.8% | +14.3% | -6.5% | +8.7% |
| 30D | +7.0% | -7.9% | +14.9% | +6.4% |
| 3M | +16.3% | -19.9% | +36.1% | +14.6% |
| 6M | +41.3% | -30.5% | +71.8% | +35.3% |
| YTD | +7.1% | +85.7% | -78.5% | -2.1% |
| 1Y | -0.8% | +98.9% | -99.8% | -8.3% |
| All | -0.8% | +92.4% | -93.3% | -8.3% |
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