-41.3%
CORZ vs VT
+15.2%
-56.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +1.7% | -12.1% | -15.2% |
| 7D | -14.9% | -0.3% | -14.6% | -14.4% |
| 30D | -23.1% | -1.4% | -21.7% | -19.2% |
| 3M | -44.1% | -1.4% | -42.7% | -41.0% |
| 6M | -39.5% | +5.5% | -45.0% | -45.8% |
| YTD | -12.4% | +12.8% | -25.2% | -32.4% |
| 1Y | -41.3% | +15.4% | -56.7% | -56.5% |
| All | -41.3% | +15.2% | -56.5% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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