+420.1%
CORZ vs VTR
+101.1%
+318.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.2% |
| 7D | +8.4% | -1.7% | +10.0% | +8.3% |
| 30D | -17.8% | -2.4% | -15.4% | -17.9% |
| 3M | -35.9% | +14.8% | -50.7% | -38.1% |
| 6M | +12.9% | +5.3% | +7.6% | +11.2% |
| YTD | +22.9% | +18.1% | +4.8% | +17.1% |
| 1Y | +31.4% | +36.7% | -5.4% | +19.5% |
| All | +420.1% | +101.1% | +318.9% | +294.8% |
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