+68.0%
VXUS vs COR
+86.2%
-18.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | 0.0% |
| 7D | +2.1% | +7.8% | -5.7% | +2.3% |
| 30D | -1.1% | +7.0% | -8.1% | -0.9% |
| 3M | -5.6% | +16.3% | -21.9% | -5.0% |
| 6M | -2.3% | +41.3% | -43.5% | -1.1% |
| YTD | +10.4% | +7.1% | +3.2% | +11.7% |
| 1Y | +13.1% | -0.8% | +13.9% | +14.4% |
| 3Y | +68.0% | +85.0% | -17.0% | +79.8% |
| All | +68.0% | +86.2% | -18.2% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling