+24.5%
CORZ vs VIK
+33.4%
-8.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -1.9% |
| 7D | +7.6% | -0.8% | +8.4% | +8.1% |
| 30D | -6.9% | -18.0% | +11.1% | +1.1% |
| 3M | -33.0% | -5.8% | -27.2% | -31.2% |
| 6M | +19.3% | +17.2% | +2.2% | +11.6% |
| YTD | +24.2% | +19.1% | +5.1% | +16.3% |
| 1Y | +24.5% | +33.6% | -9.1% | +17.1% |
| All | +24.5% | +33.4% | -8.9% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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