-53.2%
COUR vs VT
+10.5%
-63.7%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +7.8% | -2.3% | +10.1% | +9.0% |
| 30D | -26.8% | -5.0% | -21.9% | -25.2% |
| 3M | -32.7% | -4.9% | -27.9% | -31.3% |
| 6M | -38.0% | -1.5% | -36.4% | -36.4% |
| YTD | -49.2% | +8.5% | -57.7% | -50.0% |
| 1Y | -53.2% | +11.4% | -64.6% | -54.9% |
| All | -53.2% | +10.5% | -63.7% | -54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling