+281.7%
CORZ vs VTR
+102.5%
+179.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.4% |
| 7D | -7.8% | +3.8% | -11.6% | -7.3% |
| 30D | -14.8% | +10.1% | -24.9% | -13.7% |
| 3M | -32.5% | -1.2% | -31.3% | -32.0% |
| 6M | -42.7% | +4.8% | -47.5% | -43.0% |
| YTD | -9.8% | +18.9% | -28.7% | -13.4% |
| 1Y | -31.9% | +21.8% | -53.8% | -35.1% |
| All | +281.7% | +102.5% | +179.2% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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