+56.2%
CORO vs VOO
+28.5%
+27.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -1.2% | -0.8% | -0.4% | -0.6% |
| 30D | +0.1% | -1.1% | +1.2% | +1.0% |
| 3M | +3.1% | +3.9% | -0.8% | 0.0% |
| 6M | +13.5% | +13.6% | -0.1% | +3.0% |
| YTD | +20.3% | +12.7% | +7.6% | +9.9% |
| 1Y | +27.4% | +17.6% | +9.8% | +13.1% |
| All | +56.2% | +28.5% | +27.6% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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