+298.2%
VRT vs CORZ
+159.1%
+139.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.0% |
| 7D | +18.6% | +26.4% | -7.7% | +9.2% |
| 30D | -11.7% | -6.8% | -4.8% | -9.4% |
| 3M | -27.3% | -31.1% | +3.8% | -17.7% |
| 6M | -42.9% | -36.9% | -6.0% | -34.1% |
| YTD | +29.5% | -1.2% | +30.7% | +29.4% |
| 1Y | +21.0% | -12.5% | +33.6% | +25.0% |
| All | +298.2% | +159.1% | +139.1% | +258.6% |
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