+21.0%
VRT vs CORZ
-18.5%
+39.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.2% |
| 7D | +18.6% | +26.4% | -7.7% | +4.3% |
| 30D | -11.7% | -6.8% | -4.8% | -8.8% |
| 3M | -27.3% | -31.1% | +3.8% | -13.1% |
| 6M | -42.9% | -36.9% | -6.0% | -29.9% |
| YTD | +29.5% | -1.2% | +30.7% | +22.4% |
| 1Y | +21.0% | -12.5% | +33.6% | +21.2% |
| All | +21.0% | -18.5% | +39.6% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling