+425.9%
CORZ vs VTV
+57.0%
+368.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -2.8% |
| 7D | +7.6% | -0.7% | +8.3% | +9.1% |
| 30D | -6.9% | -0.5% | -6.5% | -6.0% |
| 3M | -33.0% | +5.3% | -38.3% | -39.9% |
| 6M | +19.3% | +12.9% | +6.5% | -6.7% |
| YTD | +24.2% | +18.5% | +5.8% | -11.3% |
| 1Y | +24.5% | +25.3% | -0.8% | -21.3% |
| All | +425.9% | +57.0% | +368.9% | +167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling