-41.3%
CORZ vs VTV
+28.2%
-69.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +1.5% | -11.9% | -12.9% |
| 7D | -14.9% | +1.8% | -16.7% | -17.9% |
| 30D | -23.1% | +6.0% | -29.1% | -31.8% |
| 3M | -44.1% | +3.7% | -47.7% | -48.0% |
| 6M | -39.5% | +13.9% | -53.5% | -53.9% |
| YTD | -12.4% | +22.8% | -35.1% | -40.3% |
| 1Y | -41.3% | +27.9% | -69.2% | -60.9% |
| All | -41.3% | +28.2% | -69.6% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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