-15.9%
CORZ vs VO
+15.0%
-30.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.3% | +9.7% | +7.5% |
| 7D | +14.2% | +0.2% | +14.0% | +14.4% |
| 30D | -3.0% | +2.0% | -5.0% | -6.9% |
| 3M | -26.3% | -0.3% | -26.0% | -24.6% |
| 6M | -36.5% | +7.3% | -43.8% | -45.9% |
| YTD | +0.1% | +15.0% | -14.9% | -27.3% |
| 1Y | -15.9% | +14.7% | -30.6% | -38.2% |
| All | -15.9% | +15.0% | -30.8% | -38.2% |
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