-42.9%
CORZ vs VCIT
-0.9%
-42.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.5% | +3.7% |
| 7D | -11.2% | +0.1% | -11.3% | -11.5% |
| 30D | -26.2% | +1.9% | -28.1% | -30.9% |
| 3M | -44.1% | -1.4% | -42.7% | -40.4% |
| 6M | -52.3% | -2.1% | -50.1% | -47.8% |
| YTD | -19.2% | -1.6% | -17.6% | -14.5% |
| 1Y | -42.9% | -0.9% | -42.0% | -40.4% |
| All | -42.9% | -0.9% | -42.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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