+214.4%
VLO vs CORZ
+161.6%
+52.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.3% |
| 7D | +9.6% | +23.5% | -13.8% | +8.9% |
| 30D | -17.4% | +7.5% | -24.9% | -17.7% |
| 3M | +10.8% | -26.6% | +37.4% | +11.5% |
| 6M | +56.9% | -39.5% | +96.4% | +58.3% |
| YTD | +136.8% | -0.3% | +137.1% | +132.5% |
| 1Y | +120.7% | -4.2% | +124.9% | +116.9% |
| All | +214.4% | +161.6% | +52.8% | +184.2% |
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