+219.0%
VLO vs CORZ
+213.0%
+6.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.8% |
| 7D | +4.0% | -3.0% | +6.9% | +4.1% |
| 30D | +19.0% | -12.1% | +31.1% | +19.4% |
| 3M | +50.0% | -32.4% | +82.4% | +51.3% |
| 6M | +79.1% | +12.4% | +66.8% | +76.3% |
| YTD | +140.3% | +19.3% | +121.0% | +135.3% |
| 1Y | +148.3% | +8.6% | +139.7% | +143.4% |
| All | +219.0% | +213.0% | +6.0% | +187.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling