+407.4%
COR price history and return analytics
+222.7%
+184.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -3.9% | -0.1% | -3.7% | -3.8% |
| 30D | -0.3% | -0.7% | +0.3% | 0.0% |
| 3M | +15.9% | +4.0% | +11.9% | +12.7% |
| 6M | -10.3% | +12.3% | -22.5% | -17.3% |
| YTD | -3.7% | +14.0% | -17.7% | -12.1% |
| 1Y | +9.1% | +20.3% | -11.2% | -4.0% |
| 3Y | +86.6% | +75.4% | +11.1% | +23.1% |
| 5Y | +180.9% | +66.0% | +115.0% | +91.3% |
| 10Y | +407.4% | +228.2% | +179.2% | +90.0% |
| All | +407.4% | +222.7% | +184.8% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling