+38.1%
V vs CORZ
+225.9%
-187.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.3% |
| 7D | -2.9% | +7.6% | -10.5% | -3.0% |
| 30D | +1.9% | -6.9% | +8.8% | +1.9% |
| 3M | +13.2% | -33.0% | +46.3% | +13.8% |
| 6M | +16.7% | +19.3% | -2.6% | +15.1% |
| YTD | +5.4% | +24.2% | -18.9% | +3.6% |
| 1Y | +7.7% | +24.5% | -16.8% | +5.4% |
| All | +38.1% | +225.9% | -187.9% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling