+318.0%
CORZ vs VEU
+57.0%
+261.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | +0.4% |
| 7D | +26.4% | +2.4% | +24.0% | +21.1% |
| 30D | -6.8% | -2.0% | -4.8% | -2.1% |
| 3M | -31.1% | -5.1% | -26.0% | -22.6% |
| 6M | -36.9% | -0.7% | -36.2% | -34.1% |
| YTD | -1.2% | +11.0% | -12.2% | -14.3% |
| 1Y | -12.5% | +12.4% | -24.9% | -25.5% |
| All | +318.0% | +57.0% | +261.0% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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