+31.4%
CORZ vs VO
+15.8%
+15.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | +0.4% |
| 7D | +8.4% | -0.3% | +8.6% | +9.1% |
| 30D | -17.8% | -0.3% | -17.5% | -17.0% |
| 3M | -35.9% | +2.9% | -38.8% | -39.4% |
| 6M | +12.9% | +9.3% | +3.6% | -6.1% |
| YTD | +22.9% | +14.2% | +8.7% | -3.7% |
| 1Y | +31.4% | +15.3% | +16.1% | +6.1% |
| All | +31.4% | +15.8% | +15.5% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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