+38.5%
V vs CORZ
+237.5%
-198.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.7% | -6.4% | -1.8% |
| 7D | -1.1% | +16.6% | -17.6% | -1.3% |
| 30D | +1.9% | -10.9% | +12.7% | +2.0% |
| 3M | +15.5% | -31.0% | +46.5% | +16.1% |
| 6M | +16.6% | +26.0% | -9.4% | +14.9% |
| YTD | +5.7% | +28.6% | -22.9% | +3.9% |
| 1Y | +8.6% | +34.5% | -25.9% | +6.0% |
| All | +38.5% | +237.5% | -198.9% | +32.7% |
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 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