+230.8%
CORZ vs VLTO
+48.5%
+182.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.4% | -10.4% | -10.7% |
| 7D | -21.1% | +12.0% | -33.1% | -23.8% |
| 30D | -31.8% | +20.8% | -52.6% | -36.1% |
| 3M | -47.7% | +20.1% | -67.8% | -51.0% |
| 6M | -48.7% | +32.6% | -81.3% | -55.5% |
| YTD | -21.8% | +17.3% | -39.2% | -25.7% |
| 1Y | -47.8% | +17.3% | -65.1% | -50.7% |
| All | +230.8% | +48.5% | +182.3% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling