-41.3%
CORZ vs VTRS
+90.6%
-131.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +1.6% | -12.0% | -10.5% |
| 7D | -14.9% | +2.4% | -17.3% | -15.1% |
| 30D | -23.1% | +9.1% | -32.2% | -23.7% |
| 3M | -44.1% | +9.4% | -53.5% | -44.6% |
| 6M | -39.5% | +28.3% | -67.9% | -41.6% |
| YTD | -12.4% | +58.0% | -70.4% | -15.3% |
| 1Y | -41.3% | +89.7% | -131.0% | -42.1% |
| All | -41.3% | +90.6% | -131.9% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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