-47.8%
CORZ vs VCIT
-0.7%
-47.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.2% | -11.0% | -11.4% |
| 7D | -21.1% | +0.5% | -21.6% | -22.1% |
| 30D | -31.8% | +2.1% | -33.9% | -36.1% |
| 3M | -47.7% | -1.6% | -46.2% | -44.1% |
| 6M | -48.7% | -1.6% | -47.1% | -44.9% |
| YTD | -21.8% | -1.5% | -20.3% | -17.6% |
| 1Y | -47.8% | -0.4% | -47.4% | -45.2% |
| All | -47.8% | -0.7% | -47.1% | -45.2% |
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