+425.9%
CORZ vs VTRS
+56.3%
+369.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.8% | -3.3% |
| 7D | +7.6% | -3.5% | +11.1% | +8.4% |
| 30D | -6.9% | +2.1% | -9.1% | -7.4% |
| 3M | -33.0% | +2.6% | -35.6% | -33.6% |
| 6M | +19.3% | +17.8% | +1.6% | +13.2% |
| YTD | +24.2% | +35.7% | -11.4% | +14.1% |
| 1Y | +24.5% | +63.5% | -39.0% | +8.8% |
| All | +425.9% | +56.3% | +369.6% | +328.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling