+318.0%
CORZ vs VNQ
+24.3%
+293.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | +26.4% | +0.2% | +26.1% | +26.2% |
| 30D | -6.8% | +5.8% | -12.6% | -11.7% |
| 3M | -31.1% | 0.0% | -31.1% | -31.2% |
| 6M | -36.9% | +1.5% | -38.4% | -39.0% |
| YTD | -1.2% | +12.1% | -13.3% | -15.0% |
| 1Y | -12.5% | +10.6% | -23.1% | -23.6% |
| All | +318.0% | +24.3% | +293.7% | +226.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling