-41.3%
CORZ vs VNQ
+14.0%
-55.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.2% | -13.6% | -9.8% |
| 7D | -14.9% | +6.8% | -21.7% | -14.5% |
| 30D | -23.1% | +10.0% | -33.1% | -23.1% |
| 3M | -44.1% | 0.0% | -44.0% | -43.9% |
| 6M | -39.5% | +4.5% | -44.0% | -40.6% |
| YTD | -12.4% | +13.9% | -26.3% | -20.3% |
| 1Y | -41.3% | +14.1% | -55.4% | -46.8% |
| All | -41.3% | +14.0% | -55.3% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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