+425.9%
CORZ vs VTEB
+5.0%
+420.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.7% |
| 7D | +7.6% | -0.7% | +8.3% | +8.6% |
| 30D | -6.9% | -2.1% | -4.9% | -4.5% |
| 3M | -33.0% | -2.7% | -30.4% | -30.7% |
| 6M | +19.3% | -2.1% | +21.4% | +22.4% |
| YTD | +24.2% | -1.1% | +25.4% | +26.6% |
| 1Y | +24.5% | +1.3% | +23.2% | +24.4% |
| All | +425.9% | +5.0% | +420.9% | +427.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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