-47.8%
CORZ vs VT
+10.7%
-58.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.1% | -6.7% | +0.6% |
| 7D | -21.1% | -4.2% | -17.0% | -11.0% |
| 30D | -31.8% | -5.8% | -26.0% | -18.3% |
| 3M | -47.7% | -5.2% | -42.5% | -38.1% |
| 6M | -48.7% | +0.1% | -48.8% | -46.8% |
| YTD | -21.8% | +8.2% | -30.1% | -32.0% |
| 1Y | -47.8% | +10.1% | -57.9% | -56.1% |
| All | -47.8% | +10.7% | -58.5% | -56.1% |
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