+420.1%
CORZ vs VLTO
+22.5%
+397.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.6% |
| 7D | +8.4% | -2.3% | +10.6% | +9.4% |
| 30D | -17.8% | -0.9% | -16.9% | -17.6% |
| 3M | -35.9% | +13.8% | -49.7% | -41.7% |
| 6M | +12.9% | +2.0% | +10.9% | +10.6% |
| YTD | +22.9% | -3.2% | +26.1% | +25.0% |
| 1Y | +31.4% | -9.2% | +40.5% | +39.7% |
| All | +420.1% | +22.5% | +397.5% | +281.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling