-7.5%
IGV vs CORZ
-41.7%
+34.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -10.4% | +11.3% | +1.8% |
| 7D | -7.5% | -14.9% | +7.5% | -6.3% |
| 30D | -5.6% | -23.1% | +17.5% | -3.8% |
| 3M | +1.5% | -44.1% | +45.6% | +5.8% |
| 6M | +17.1% | -39.5% | +56.6% | +18.8% |
| YTD | -2.0% | -12.4% | +10.4% | -6.4% |
| 1Y | -7.5% | -41.3% | +33.8% | -7.4% |
| All | -7.5% | -41.7% | +34.1% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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