+444.5%
CORZ vs VGT
+92.9%
+351.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +5.0% |
| 7D | +16.6% | +1.8% | +14.7% | +13.2% |
| 30D | -10.9% | -0.3% | -10.5% | -10.1% |
| 3M | -31.0% | +3.4% | -34.4% | -34.0% |
| 6M | +26.0% | +35.0% | -8.9% | -21.6% |
| YTD | +28.6% | +28.8% | -0.1% | -12.6% |
| 1Y | +34.5% | +38.0% | -3.5% | -17.7% |
| All | +444.5% | +92.9% | +351.6% | +133.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling