+241.9%
CORZ vs VO
+42.8%
+199.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.5% | +3.7% |
| 7D | -11.2% | -2.6% | -8.7% | -5.5% |
| 30D | -26.2% | -0.9% | -25.3% | -23.9% |
| 3M | -44.1% | -3.0% | -41.1% | -39.3% |
| 6M | -52.3% | +2.2% | -54.5% | -53.7% |
| YTD | -19.2% | +10.6% | -29.8% | -33.3% |
| 1Y | -42.9% | +12.5% | -55.4% | -54.6% |
| All | +241.9% | +42.8% | +199.1% | +87.7% |
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