+268.9%
VRT vs CORZ
+136.6%
+132.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.2% | -6.3% | -4.3% |
| 7D | -17.7% | -7.8% | -9.9% | -14.9% |
| 30D | -20.0% | -14.8% | -5.2% | -15.3% |
| 3M | -28.1% | -32.5% | +4.4% | -17.8% |
| 6M | -42.8% | -42.7% | -0.1% | -31.7% |
| YTD | +20.0% | -9.8% | +29.8% | +23.9% |
| 1Y | +3.5% | -31.9% | +35.4% | +15.5% |
| All | +268.9% | +136.6% | +132.3% | +243.3% |
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