-34.1%
CORZ vs ROIV
+101.7%
-135.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.6% | +3.6% | +5.9% |
| 7D | +1.7% | +13.3% | -11.6% | -4.2% |
| 30D | -17.5% | +14.8% | -32.2% | -22.8% |
| 3M | -39.5% | +11.9% | -51.4% | -43.1% |
| 6M | -44.5% | +42.4% | -86.9% | -54.6% |
| YTD | -12.6% | +87.4% | -100.1% | -39.3% |
| All | -34.1% | +101.7% | -135.8% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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