+2,546.4%
COR price history and return analytics
+357.6%
+2,188.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.2% |
| 7D | +2.3% | +0.4% | +2.0% | +2.2% |
| 30D | +6.8% | -2.6% | +9.4% | +8.3% |
| 3M | +8.1% | -3.2% | +11.3% | +10.0% |
| 6M | +33.0% | +0.9% | +32.1% | +31.6% |
| YTD | +3.0% | +11.3% | -8.3% | -4.0% |
| 1Y | -3.4% | +14.0% | -17.4% | -11.2% |
| 3Y | +80.1% | +75.8% | +4.3% | +25.9% |
| 5Y | +194.7% | +57.8% | +136.9% | +116.8% |
| 10Y | +512.3% | +219.8% | +292.5% | +196.9% |
| All | +2,546.4% | +357.6% | +2,188.8% | +817.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling