-48.7%
CORZ vs VCIT
-1.6%
-47.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.2% | -11.0% | -11.4% |
| 7D | -21.1% | +0.5% | -21.6% | -22.2% |
| 30D | -31.8% | +2.1% | -33.9% | -37.4% |
| 3M | -47.7% | -1.6% | -46.2% | -41.2% |
| 6M | -48.7% | -1.6% | -47.1% | -42.2% |
| All | -48.7% | -1.6% | -47.1% | -42.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling