+17,047.2%
COR vs VTRS
+139.0%
+16,908.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.3% |
| 7D | -3.9% | -3.5% | -0.4% | -3.2% |
| 30D | -0.3% | +2.1% | -2.4% | -0.7% |
| 3M | +15.9% | +2.6% | +13.3% | +15.1% |
| 6M | -10.3% | +17.8% | -28.0% | -13.4% |
| YTD | -3.7% | +35.7% | -39.4% | -9.8% |
| 1Y | +9.1% | +63.5% | -54.4% | -1.7% |
| 3Y | +86.6% | +85.1% | +1.4% | +60.4% |
| 5Y | +180.9% | +42.5% | +138.4% | +148.7% |
| 10Y | +407.4% | -48.2% | +455.6% | +418.2% |
| All | +17,047.2% | +139.0% | +16,908.2% | +11,797.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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