+425.9%
CORZ vs VNQ
+21.4%
+404.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.5% |
| 7D | +7.6% | -0.9% | +8.5% | +8.6% |
| 30D | -6.9% | -2.2% | -4.7% | -5.0% |
| 3M | -33.0% | -1.9% | -31.1% | -32.7% |
| 6M | +19.3% | +3.2% | +16.1% | +12.4% |
| YTD | +24.2% | +9.4% | +14.9% | +9.5% |
| 1Y | +24.5% | +7.5% | +17.0% | +11.1% |
| All | +425.9% | +21.4% | +404.5% | +320.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling