-34.1%
CORZ vs VIG
+17.0%
-51.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.4% | +5.7% | +3.1% |
| 7D | +1.7% | +0.4% | +1.3% | +1.0% |
| 30D | -17.5% | +4.3% | -21.7% | -25.0% |
| 3M | -39.5% | +2.0% | -41.5% | -42.1% |
| 6M | -44.5% | +10.2% | -54.7% | -56.5% |
| YTD | -12.6% | +14.8% | -27.4% | -37.3% |
| All | -34.1% | +17.0% | -51.0% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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