+310.7%
VOO vs COR
+486.2%
-175.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.3% | -1.2% |
| 7D | +2.6% | +7.8% | -5.3% | +0.5% |
| 30D | -2.0% | +7.0% | -9.0% | -3.8% |
| 3M | -2.8% | +16.3% | -19.0% | -6.8% |
| 6M | +2.2% | +41.3% | -39.1% | -7.6% |
| YTD | +11.5% | +7.1% | +4.4% | +7.9% |
| 1Y | +13.5% | -0.8% | +14.3% | +12.3% |
| 3Y | +78.1% | +85.0% | -6.9% | +41.1% |
| 5Y | +73.1% | +203.9% | -130.7% | +14.0% |
| All | +310.7% | +486.2% | -175.5% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling