+15.4%
CORZ vs VTV
+24.1%
-8.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +2.0% |
| 7D | +0.3% | -1.1% | +1.4% | +2.3% |
| 30D | -14.0% | -1.0% | -13.0% | -12.4% |
| 3M | -34.1% | +4.6% | -38.7% | -39.4% |
| 6M | +8.5% | +13.5% | -5.0% | -13.8% |
| YTD | +23.2% | +18.5% | +4.7% | -3.0% |
| 1Y | +15.4% | +22.9% | -7.5% | -7.3% |
| All | +15.4% | +24.1% | -8.8% | -7.3% |
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