+281.7%
CORZ vs VLTO
+50.6%
+231.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -7.8% | +1.6% | -9.4% | -8.2% |
| 30D | -14.8% | +22.0% | -36.7% | -20.4% |
| 3M | -32.5% | +21.9% | -54.4% | -36.9% |
| 6M | -42.7% | +36.5% | -79.2% | -50.8% |
| YTD | -9.8% | +19.0% | -28.8% | -14.6% |
| 1Y | -31.9% | +21.0% | -52.9% | -37.0% |
| All | +281.7% | +50.6% | +231.1% | +160.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling