-4.2%
CORZ vs VG
+63.8%
-68.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | +23.5% | +14.0% | +9.5% | +23.1% |
| 30D | +7.5% | -1.0% | +8.5% | +7.4% |
| 3M | -26.6% | -2.7% | -23.9% | -26.6% |
| 6M | -39.5% | +1.5% | -41.0% | -39.2% |
| YTD | -0.3% | +93.7% | -94.0% | -19.1% |
| 1Y | -4.2% | +68.5% | -72.8% | -20.7% |
| All | -4.2% | +63.8% | -68.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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