+29.3%
V vs CORZ
-41.7%
+71.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -10.4% | +14.2% | +3.1% |
| 7D | +9.0% | -14.9% | +23.9% | +8.1% |
| 30D | +18.1% | -23.1% | +41.2% | +16.4% |
| 3M | +18.3% | -44.1% | +62.4% | +14.5% |
| 6M | +34.1% | -39.5% | +73.6% | +30.0% |
| YTD | +25.2% | -12.4% | +37.6% | +21.3% |
| 1Y | +29.3% | -41.3% | +70.6% | +24.7% |
| All | +29.3% | -41.7% | +71.0% | +24.7% |
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 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