+444.5%
CORZ vs VTV
+57.5%
+387.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +6.3% |
| 7D | +16.6% | +0.3% | +16.2% | +15.8% |
| 30D | -10.9% | +0.1% | -11.0% | -11.2% |
| 3M | -31.0% | +6.2% | -37.2% | -39.2% |
| 6M | +26.0% | +13.5% | +12.6% | -2.6% |
| YTD | +28.6% | +18.9% | +9.8% | -8.8% |
| 1Y | +34.5% | +25.8% | +8.7% | -15.7% |
| All | +444.5% | +57.5% | +387.0% | +175.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling