+64.3%
VEA vs CORZ
+213.0%
-148.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.7% | -1.0% |
| 7D | -2.1% | -3.0% | +0.9% | -1.9% |
| 30D | -1.1% | -12.1% | +11.0% | -0.3% |
| 3M | +5.1% | -32.4% | +37.5% | +7.1% |
| 6M | +9.8% | +12.4% | -2.6% | +8.6% |
| YTD | +15.9% | +19.3% | -3.4% | +14.2% |
| 1Y | +24.6% | +8.6% | +15.9% | +22.9% |
| All | +64.3% | +213.0% | -148.6% | +51.7% |
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