+654.5%
VST vs COR
+192.5%
+462.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.7% | +7.0% |
| 7D | -0.5% | +2.3% | -2.9% | -0.7% |
| 30D | -17.1% | +6.8% | -23.8% | -17.6% |
| 3M | -4.6% | +8.1% | -12.7% | -5.4% |
| 6M | -9.1% | +33.0% | -42.1% | -12.4% |
| YTD | -16.6% | +3.0% | -19.6% | -16.6% |
| 1Y | -29.5% | -3.4% | -26.1% | -28.9% |
| 3Y | +297.5% | +80.1% | +217.4% | +236.7% |
| 5Y | +654.5% | +194.7% | +459.8% | +425.9% |
| All | +654.5% | +192.5% | +462.1% | +425.9% |
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