+241.9%
CORZ vs VOO
+56.0%
+185.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.0% | +2.6% |
| 7D | -11.2% | -2.7% | -8.5% | -5.0% |
| 30D | -26.2% | -5.4% | -20.9% | -14.4% |
| 3M | -44.1% | -4.1% | -40.1% | -37.1% |
| 6M | -52.3% | +0.7% | -53.0% | -51.7% |
| YTD | -19.2% | +8.7% | -28.0% | -30.5% |
| 1Y | -42.9% | +11.0% | -53.8% | -53.0% |
| All | +241.9% | +56.0% | +185.9% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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