+269.8%
CORZ vs VGT
+78.7%
+191.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.2% | +5.0% | +2.8% |
| 7D | +1.7% | -1.6% | +3.3% | +5.1% |
| 30D | -17.5% | -12.5% | -5.0% | +5.1% |
| 3M | -39.5% | -7.7% | -31.8% | -29.1% |
| 6M | -44.5% | -0.2% | -44.3% | -42.4% |
| YTD | -12.6% | +19.3% | -31.9% | -31.1% |
| 1Y | -37.0% | +18.2% | -55.2% | -49.3% |
| All | +269.8% | +78.7% | +191.1% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling