+195.8%
COR price history and return analytics
+59.8%
+136.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | -1.2% | -0.7% | -0.5% | -1.0% |
| 30D | +7.6% | -1.7% | +9.4% | +8.0% |
| 3M | +5.0% | -2.3% | +7.3% | +5.5% |
| 6M | +35.3% | +1.5% | +33.8% | +34.6% |
| YTD | +4.2% | +12.0% | -7.8% | +0.9% |
| 1Y | -3.4% | +12.9% | -16.3% | -6.7% |
| 3Y | +81.1% | +74.9% | +6.2% | +49.7% |
| 5Y | +195.8% | +59.9% | +135.9% | +154.4% |
| All | +195.8% | +59.8% | +136.1% | +154.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling