-9.7%
COR vs VSH
+75.8%
-85.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -1.4% |
| 7D | +2.8% | +4.1% | -1.3% | +3.3% |
| 30D | +4.5% | -4.2% | +8.7% | +4.2% |
| 3M | +22.7% | -50.0% | +72.6% | +17.8% |
| 6M | -9.7% | +80.2% | -89.9% | -22.3% |
| All | -9.7% | +75.8% | -85.6% | -22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling