+56.8%
IVV vs CORZ
+111.9%
-55.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | +0.1% |
| 7D | -2.7% | -11.2% | +8.5% | -1.9% |
| 30D | -5.4% | -26.2% | +20.9% | -3.4% |
| 3M | -4.1% | -44.1% | +40.1% | -0.1% |
| 6M | +0.7% | -52.3% | +53.0% | +5.5% |
| YTD | +8.7% | -19.2% | +28.0% | +8.7% |
| 1Y | +11.0% | -42.9% | +53.9% | +13.6% |
| All | +56.8% | +111.9% | -55.1% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling