+86.1%
TRV vs CORZ
+223.2%
-137.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.2% | +2.1% |
| 7D | +1.9% | +0.3% | +1.7% | +1.9% |
| 30D | +1.7% | -14.0% | +15.7% | +1.6% |
| 3M | +23.9% | -34.1% | +58.0% | +23.7% |
| 6M | +26.3% | +8.5% | +17.8% | +25.9% |
| YTD | +30.8% | +23.2% | +7.6% | +30.2% |
| 1Y | +36.3% | +15.4% | +21.0% | +35.5% |
| All | +86.1% | +223.2% | -137.1% | +78.3% |
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