+9.5%
V vs CORZ
+13.8%
-4.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +3.9% | -0.3% |
| 7D | -3.0% | -3.0% | -0.1% | -3.2% |
| 30D | +1.2% | -12.1% | +13.3% | +0.4% |
| 3M | +13.9% | -32.4% | +46.3% | +11.6% |
| 6M | +17.2% | +12.4% | +4.9% | +16.5% |
| YTD | +5.3% | +19.3% | -14.0% | +5.0% |
| 1Y | +9.5% | +8.6% | +0.8% | +10.7% |
| All | +9.5% | +13.8% | -4.3% | +10.7% |
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