+420.1%
CORZ vs VSH
+46.0%
+374.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -2.4% |
| 7D | +8.4% | +4.1% | +4.3% | +6.0% |
| 30D | -17.8% | -4.2% | -13.7% | -16.0% |
| 3M | -35.9% | -50.0% | +14.1% | -10.9% |
| 6M | +12.9% | +80.2% | -67.2% | -20.6% |
| YTD | +22.9% | +121.1% | -98.2% | -22.9% |
| 1Y | +31.4% | +112.0% | -80.6% | -16.4% |
| All | +420.1% | +46.0% | +374.0% | +285.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 all: compounded portfolio wealth divided by compounded VSH 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…
all analysis · Full analysis span regression · 6 months rolling