-42.9%
CORZ vs VO
+11.7%
-54.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.5% | +3.7% |
| 7D | -11.2% | -2.6% | -8.7% | -5.0% |
| 30D | -26.2% | -0.9% | -25.3% | -23.7% |
| 3M | -44.1% | -3.0% | -41.1% | -38.8% |
| 6M | -52.3% | +2.2% | -54.5% | -53.7% |
| YTD | -19.2% | +10.6% | -29.8% | -34.0% |
| 1Y | -42.9% | +12.5% | -55.4% | -53.9% |
| All | -42.9% | +11.7% | -54.6% | -53.9% |
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