+322.1%
CORZ vs VO
+47.2%
+274.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +0.9% |
| 7D | +23.5% | +3.1% | +20.4% | +15.4% |
| 30D | +7.5% | +2.2% | +5.3% | +3.1% |
| 3M | -26.6% | -2.5% | -24.1% | -20.9% |
| 6M | -39.5% | +7.0% | -46.5% | -47.0% |
| YTD | -0.3% | +14.0% | -14.3% | -23.1% |
| 1Y | -4.2% | +15.6% | -19.9% | -28.4% |
| All | +322.1% | +47.2% | +274.9% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling