-15.9%
CORZ vs IVZ
+25.0%
-40.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.6% |
| 7D | +14.2% | -2.8% | +16.9% | +17.0% |
| 30D | -3.0% | -2.2% | -0.8% | -0.9% |
| 3M | -26.3% | -8.1% | -18.2% | -21.3% |
| 6M | -36.5% | +3.8% | -40.3% | -37.9% |
| YTD | +0.1% | +11.5% | -11.4% | -10.4% |
| 1Y | -15.9% | +23.7% | -39.6% | -27.3% |
| All | -15.9% | +25.0% | -40.8% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling