+2,609.5%
COR vs VT
+363.9%
+2,245.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.0% |
| 7D | +9.1% | -0.3% | +9.4% | +9.3% |
| 30D | +12.4% | -1.4% | +13.8% | +13.3% |
| 3M | +15.8% | -1.4% | +17.2% | +16.6% |
| 6M | +17.1% | +5.5% | +11.6% | +12.7% |
| YTD | +5.4% | +12.8% | -7.4% | -2.5% |
| 1Y | +3.5% | +15.4% | -11.9% | -5.5% |
| 3Y | +86.0% | +76.9% | +9.1% | +29.5% |
| 5Y | +196.7% | +60.4% | +136.3% | +116.2% |
| 10Y | +572.6% | +232.8% | +339.8% | +219.2% |
| All | +2,609.5% | +363.9% | +2,245.6% | +831.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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