+322.1%
CORZ vs VTV
+61.7%
+260.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.6% |
| 7D | +23.5% | +2.9% | +20.6% | +17.0% |
| 30D | +7.5% | +3.8% | +3.7% | -0.2% |
| 3M | -26.6% | +1.6% | -28.1% | -28.8% |
| 6M | -39.5% | +11.2% | -50.7% | -51.4% |
| YTD | -0.3% | +22.0% | -22.3% | -32.9% |
| 1Y | -4.2% | +24.9% | -29.1% | -38.5% |
| All | +322.1% | +61.7% | +260.4% | +102.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling