+69.2%
CORP price history and return analytics
+391.0%
-321.8%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.2% |
| 30D | +2.0% | -5.0% | +6.9% | +2.3% |
| 3M | -0.9% | -4.9% | +4.0% | -0.5% |
| 6M | -1.5% | -1.5% | 0.0% | -1.5% |
| YTD | -0.8% | +8.5% | -9.3% | -1.4% |
| 1Y | -0.5% | +11.4% | -11.9% | -1.2% |
| 3Y | +18.6% | +70.1% | -51.5% | +14.8% |
| 5Y | +0.7% | +53.7% | -53.1% | -2.6% |
| 10Y | +27.7% | +220.0% | -192.3% | +23.3% |
| All | +69.2% | +391.0% | -321.8% | +68.0% |
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 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