+137.9%
VGT vs COR
+180.1%
-42.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.2% | -2.8% | +2.7% | 0.0% |
| 30D | -0.4% | +2.6% | -3.0% | -0.6% |
| 3M | +4.4% | +14.5% | -10.0% | +3.3% |
| 6M | +32.1% | -7.8% | +39.9% | +33.7% |
| YTD | +28.8% | -4.2% | +33.0% | +29.7% |
| 1Y | +35.3% | +7.0% | +28.3% | +33.9% |
| 3Y | +124.8% | +85.5% | +39.2% | +87.7% |
| All | +137.9% | +180.1% | -42.2% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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