+425.9%
CORZ vs RVMD
+650.0%
-224.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | +7.6% | -0.7% | +8.4% | +7.8% |
| 30D | -6.9% | +0.3% | -7.3% | -7.0% |
| 3M | -33.0% | +38.9% | -71.9% | -37.8% |
| 6M | +19.3% | +108.1% | -88.8% | +0.3% |
| YTD | +24.2% | +160.7% | -136.5% | -4.0% |
| 1Y | +24.5% | +407.3% | -382.8% | -24.6% |
| All | +425.9% | +650.0% | -224.1% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling