+42.4%
RSP vs CORZ
+213.0%
-170.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.5% |
| 7D | -3.1% | -3.0% | -0.2% | -3.0% |
| 30D | -3.4% | -12.1% | +8.7% | -2.8% |
| 3M | +3.6% | -32.4% | +36.0% | +5.3% |
| 6M | +9.0% | +12.4% | -3.4% | +7.3% |
| YTD | +12.2% | +19.3% | -7.1% | +9.9% |
| 1Y | +15.6% | +8.6% | +6.9% | +13.3% |
| All | +42.4% | +213.0% | -170.5% | +29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling