+13.5%
IVV vs CORZ
-9.6%
+23.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | +2.6% | +23.5% | -20.9% | +0.4% |
| 30D | -2.0% | +7.5% | -9.5% | -3.1% |
| 3M | -2.8% | -26.6% | +23.8% | -0.7% |
| 6M | +2.2% | -39.5% | +41.7% | +5.5% |
| YTD | +11.5% | -0.3% | +11.8% | +8.2% |
| 1Y | +13.5% | -4.2% | +17.7% | +10.2% |
| All | +13.5% | -9.6% | +23.1% | +10.2% |
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