+180.7%
COR vs VTR
+90.0%
+90.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | -4.8% | -1.8% | -3.0% | -4.5% |
| 30D | -3.7% | +4.0% | -7.7% | -4.5% |
| 3M | +14.3% | +7.8% | +6.5% | +12.4% |
| 6M | -8.5% | +6.4% | -14.8% | -9.9% |
| YTD | -4.4% | +18.3% | -22.7% | -7.9% |
| 1Y | +9.1% | +33.9% | -24.8% | +2.7% |
| 3Y | +85.2% | +134.3% | -49.1% | +56.6% |
| 5Y | +180.7% | +90.3% | +90.4% | +145.4% |
| All | +180.7% | +90.0% | +90.6% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 5y: compounded portfolio wealth divided by compounded VTR 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…
5y analysis · Full analysis span regression · 6 months rolling